Beese Fulmer Investment 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
2020 Q3	–	Sell	-4,000	Closed	-$9K	–	487
2020 Q2	$9K	Buy	+4,000	New	+$9K	﹤0.01%	487
2019 Q2	–	Sell	-10,900	Closed	-$59K	–	185
2019 Q1	$59K	Hold	10,900	–	–	0.01%	178
2018 Q4	$52K	Hold	10,900	–	–	0.01%	170
2018 Q3	$54K	Hold	10,900	–	–	0.01%	189
2018 Q2	$63K	Hold	10,900	–	–	0.01%	193
2018 Q1	$86K	Hold	10,900	–	–	0.02%	182
2017 Q4	$90K	Hold	10,900	–	–	0.02%	186
2017 Q3	$85K	Hold	10,900	–	–	0.02%	185
2017 Q2	$74K	Hold	10,900	–	–	0.02%	178
2017 Q1	$79K	Sell	10,900 -1,000	-8%	-$7.25K	0.02%	173
2016 Q4	$79K	Hold	11,900	–	–	0.02%	175
2016 Q3	$70K	Sell	11,900 -750	-6%	-$4.41K	0.02%	170
2016 Q2	$92K	Sell	12,650 -4,500	-26%	-$32.7K	0.03%	156
2016 Q1	$88K	Sell	17,150 -3,050	-15%	-$15.7K	0.03%	153
2015 Q4	$84K	Sell	20,200 -2,000	-9%	-$8.32K	0.03%	148
2015 Q3	$210K	Sell	22,200 -2,050	-8%	-$19.4K	0.07%	134
2015 Q2	$260K	Hold	24,250	–	–	0.08%	124
2015 Q1	$290K	Sell	24,250 -1,000	-4%	-$12K	0.1%	111
2014 Q4	$360K	Sell	25,250 -300	-1%	-$4.28K	0.11%	119
2014 Q3	$485K	Buy	25,550 +2,800	+12%	+$53.2K	0.16%	107
2014 Q2	$439K	Buy	22,750 +3,175	+16%	+$61.3K	0.14%	112
2014 Q1	$345K	Hold	19,575	–	–	0.12%	115
2013 Q4	$328K	Buy	19,575 +2,575	+15%	+$43.1K	0.12%	114
2013 Q3	$272K	Buy	17,000 +4,950	+41%	+$79.2K	0.11%	121
2013 Q2	$193K	Buy	+12,050	New	+$193K	0.08%	125