Cetera 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,436
| Closed | -$222K | – | 1841 |
|
|
2023
Q3 | $222K | Buy |
10,436
+36
| +0.3% | +$765 | ﹤0.01% | 1487 |
|
|
2023
Q2 | $259K | Hold |
10,400
| – | – | ﹤0.01% | 1377 |
|
|
2023
Q1 | $254K | Buy |
10,400
+400
| +4% | +$9.76K | ﹤0.01% | 1370 |
|
|
2022
Q4 | $252K | Hold |
10,000
| – | – | ﹤0.01% | 1325 |
|
|
2022
Q3 | $163K | Hold |
10,000
| – | – | ﹤0.01% | 1167 |
|
|
2022
Q2 | $166K | Buy |
+10,000
| New | +$166K | ﹤0.01% | 1266 |
|