Winch Advisory Services’s MV Oil Trust MVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-400
| Closed | -$3.78K | – | 557 |
|
|
2024
Q3 | $3.78K | Buy |
+400
| New | +$3.78K | ﹤0.01% | 333 |
|
|
2020
Q3 | – | Sell |
-433
| Closed | -$2K | – | 401 |
|
|
2020
Q2 | $2K | Buy |
433
+26
| +6% | +$120 | ﹤0.01% | 332 |
|
|
2020
Q1 | $1K | Buy |
407
+13
| +3% | +$32 | ﹤0.01% | 317 |
|
|
2019
Q4 | $2K | Buy |
394
+12
| +3% | +$61 | ﹤0.01% | 321 |
|
|
2019
Q3 | $3K | Sell |
382
-82
| -18% | -$644 | ﹤0.01% | 276 |
|
|
2019
Q2 | $4K | Buy |
464
+11
| +2% | +$95 | ﹤0.01% | 280 |
|
|
2019
Q1 | $4K | Buy |
453
+19
| +4% | +$168 | ﹤0.01% | 263 |
|
|
2018
Q4 | $3K | Buy |
434
+16
| +4% | +$111 | ﹤0.01% | 269 |
|
|
2018
Q3 | $5K | Buy |
418
+16
| +4% | +$191 | ﹤0.01% | 231 |
|
|
2018
Q2 | $4K | Buy |
402
+15
| +4% | +$149 | ﹤0.01% | 248 |
|
|
2018
Q1 | $3K | Buy |
387
+10
| +3% | +$78 | ﹤0.01% | 251 |
|
|
2017
Q4 | $3K | Buy |
377
+9
| +2% | +$72 | ﹤0.01% | 243 |
|
|
2017
Q3 | $2K | Buy |
368
+14
| +4% | +$76 | ﹤0.01% | 254 |
|
|
2017
Q2 | $2K | Hold |
354
| – | – | ﹤0.01% | 271 |
|
|
2017
Q1 | $2K | Buy |
354
+6
| +2% | +$34 | ﹤0.01% | 252 |
|
|
2016
Q4 | $2K | Buy |
348
+9
| +3% | +$52 | ﹤0.01% | 235 |
|
|
2016
Q3 | $2K | Hold |
339
| – | – | ﹤0.01% | 236 |
|
|
2016
Q2 | $2K | Hold |
339
| – | – | ﹤0.01% | 231 |
|
|
2016
Q1 | $2K | Hold |
339
| – | – | ﹤0.01% | 204 |
|
|
2015
Q4 | $2K | Buy |
339
+10
| +3% | +$59 | ﹤0.01% | 219 |
|
|
2015
Q3 | $2K | Buy |
329
+10
| +3% | +$61 | ﹤0.01% | 199 |
|
|
2015
Q2 | $3K | Buy |
319
+7
| +2% | +$66 | ﹤0.01% | 236 |
|
|
2015
Q1 | $5K | Buy |
+312
| New | +$5K | ﹤0.01% | 192 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$8K | – | 135 |
|
|
2014
Q3 | $8K | Buy |
300
+100
| +50% | +$2.67K | 0.01% | 150 |
|
|
2014
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 192 |
|
|
2014
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 212 |
|