Advisor Group’s PACIFIC COAST OIL TRUST ROYT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $6K | Buy |
11,450
+4,870
| +74% | +$2.55K | ﹤0.01% | 4588 |
|
2019
Q3 | $13K | Buy |
6,580
+3,780
| +135% | +$7.47K | ﹤0.01% | 4211 |
|
2019
Q2 | $6K | Buy |
+2,800
| New | +$6K | ﹤0.01% | 4621 |
|
2018
Q4 | – | Sell |
-100
| Closed | – | – | 5310 |
|
2018
Q3 | $0 | Sell |
100
-1,000
| -91% | – | ﹤0.01% | 5291 |
|
2018
Q2 | $2K | Hold |
1,100
| – | – | ﹤0.01% | 4721 |
|
2018
Q1 | $2K | Buy |
1,100
+1,000
| +1,000% | +$1.82K | ﹤0.01% | 4730 |
|
2017
Q4 | $0 | Sell |
100
-3,577
| -97% | – | ﹤0.01% | 5129 |
|
2017
Q3 | $6K | Hold |
3,677
| – | – | ﹤0.01% | 4225 |
|
2017
Q2 | $6K | Buy |
3,677
+327
| +10% | +$534 | ﹤0.01% | 4188 |
|
2017
Q1 | $6K | Buy |
3,350
+1,750
| +109% | +$3.13K | ﹤0.01% | 4065 |
|
2016
Q4 | $2K | Hold |
1,600
| – | – | ﹤0.01% | 4273 |
|
2016
Q3 | $3K | Sell |
1,600
-650
| -29% | -$1.22K | ﹤0.01% | 4099 |
|
2016
Q2 | $4K | Buy |
+2,250
| New | +$4K | ﹤0.01% | 3901 |
|