Accel Wealth Management’s Sitio Royalties STR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$58K | – | 968 |
|
|
2021
Q4 | $58K | Hold |
3,000
| – | – | 0.03% | 356 |
|
|
2021
Q3 | $56K | Buy |
3,000
+1,250
| +71% | +$23.3K | 0.04% | 309 |
|
|
2021
Q2 | $36K | Hold |
1,750
| – | – | 0.02% | 405 |
|
|
2021
Q1 | $31K | Hold |
1,750
| – | – | 0.03% | 410 |
|
|
2020
Q4 | $22K | Buy |
+1,750
| New | +$22K | 0.02% | 468 |
|