WAM
MVO
Worth Asset Management’s MV Oil Trust MVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,145
| Closed | -$25.4K | – | 510 |
|
|
2023
Q1 | $25.4K | Sell |
2,145
-2,060
| -49% | -$24.4K | 0.02% | 240 |
|
|
2022
Q4 | $68.7K | Buy |
4,205
+3,455
| +461% | +$56.4K | 0.05% | 161 |
|
|
2022
Q3 | $9K | Hold |
750
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $8K | Hold |
750
| – | – | 0.01% | 369 |
|
|
2022
Q1 | $7K | Buy |
+750
| New | +$7K | ﹤0.01% | 376 |
|