Advisornet Financial’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,200
| Closed | -$20K | – | 2454 |
|
|
2022
Q3 | $20K | Hold |
1,200
| – | – | ﹤0.01% | 1093 |
|
|
2022
Q2 | $20K | Hold |
1,200
| – | – | ﹤0.01% | 1121 |
|
|
2022
Q1 | $15K | Hold |
1,200
| – | – | ﹤0.01% | 1323 |
|
|
2021
Q4 | $12K | Hold |
1,200
| – | – | ﹤0.01% | 1424 |
|
|
2021
Q3 | $7K | Hold |
1,200
| – | – | ﹤0.01% | 1540 |
|
|
2021
Q2 | $7K | Buy |
+1,200
| New | +$7K | ﹤0.01% | 1494 |
|
|
2020
Q4 | – | Sell |
-32
| Closed | – | – | 1786 |
|
|
2020
Q3 | $0 | Sell |
32
-1,200
| -97% | – | ﹤0.01% | 1819 |
|
|
2020
Q2 | $4K | Hold |
1,232
| – | – | ﹤0.01% | 1472 |
|
|
2020
Q1 | $3K | Hold |
1,232
| – | – | ﹤0.01% | 1520 |
|
|
2019
Q4 | $5K | Hold |
1,232
| – | – | ﹤0.01% | 1546 |
|
|
2019
Q3 | $6K | Hold |
1,232
| – | – | ﹤0.01% | 1503 |
|
|
2019
Q2 | $8K | Buy |
1,232
+1,200
| +3,750% | +$7.79K | ﹤0.01% | 1282 |
|
|
2019
Q1 | $0 | Hold |
32
| – | – | ﹤0.01% | 1639 |
|
|
2018
Q4 | $0 | Hold |
32
| – | – | ﹤0.01% | 1556 |
|
|
2018
Q3 | $0 | Hold |
32
| – | – | ﹤0.01% | 1584 |
|
|
2018
Q2 | $0 | Hold |
32
| – | – | ﹤0.01% | 1636 |
|
|
2018
Q1 | $0 | Hold |
32
| – | – | ﹤0.01% | 1452 |
|
|
2017
Q4 | $0 | Buy |
+32
| New | – | ﹤0.01% | 1277 |
|