B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,996
| Closed | -$38 | – | 1555 |
|
|
2014
Q4 | $38 | Buy |
+3,996
| New | +$38 | ﹤0.01% | 2236 |
|
|
2014
Q3 | – | Sell |
-2,516
| Closed | -$35.9K | – | 1515 |
|
|
2014
Q2 | $35.9K | Buy |
+2,516
| New | +$35.9K | 0.01% | 1171 |
|
|
2014
Q1 | – | Sell |
-4,129
| Closed | -$53K | – | 783 |
|
|
2013
Q4 | $53K | Buy |
+4,129
| New | +$53K | 0.02% | 653 |
|