AA
PBT

Advisory Alpha’s Permian Basin Royalty Trust PBT Stock Holding History

Advisory Alpha’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20,471
Closed -$247K – 409
2024
Q1 		$247K Sell
20,471
-535
-3% -$6.45K 0.01% 339
2023
Q4 		$294K Sell
21,006
-20,365
-49% -$285K 0.01% 260
2023
Q3 		$878K Sell
41,371
-22,240
-35% -$472K 0.05% 151
2023
Q2 		$1.59M Buy
+63,611
New +$1.59M 0.08% 118