AE Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,367
| Closed | -$52.4K | – | 1845 |
|
|
2023
Q4 | $52.4K | Buy |
+10,367
| New | +$52.4K | ﹤0.01% | 1981 |
|
|
2023
Q1 | – | Sell |
-50,312
| Closed | -$575K | – | 1989 |
|
|
2022
Q4 | $575K | Buy |
50,312
+5,119
| +11% | +$58.5K | ﹤0.01% | 1236 |
|
|
2022
Q3 | $425K | Buy |
45,193
+5,863
| +15% | +$55.1K | ﹤0.01% | 1338 |
|
|
2022
Q2 | $341K | Buy |
+39,330
| New | +$341K | ﹤0.01% | 1379 |
|