Cambridge Investment Research Advisors’s Permianville Royalty Trust PVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,558
| Closed | -$17K | – | 3739 |
|
|
2025
Q1 | $17K | Buy |
+10,558
| New | +$17K | ﹤0.01% | 3467 |
|
|
2023
Q1 | – | Sell |
-20,344
| Closed | -$68K | – | 3231 |
|
|
2022
Q4 | $68K | Buy |
+20,344
| New | +$68K | ﹤0.01% | 2952 |
|
|
2021
Q2 | – | Sell |
-13,785
| Closed | -$21K | – | 3159 |
|
|
2021
Q1 | $21K | Hold |
13,785
| – | – | ﹤0.01% | 2843 |
|
|
2020
Q4 | $10K | Sell |
13,785
-4,000
| -22% | -$2.9K | ﹤0.01% | 2698 |
|
|
2020
Q3 | $12K | Buy |
17,785
+4,000
| +29% | +$2.7K | ﹤0.01% | 2506 |
|
|
2020
Q2 | $17K | Buy |
+13,785
| New | +$17K | ﹤0.01% | 2435 |
|