Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100
| Closed | -$1K | – | 4848 |
|
|
2024
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 4178 |
|
|
2023
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 3999 |
|
|
2023
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3841 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$1K | – | 1276 |
|
|
2017
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1087 |
|