CIBC Private Wealth Group’s San Juan Basin Royalty Trust SJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166 | Hold |
28
| – | – | ﹤0.01% | 2927 |
|
|
2025
Q1 | $133 | Buy |
+28
| New | +$133 | ﹤0.01% | 2978 |
|
|
2018
Q1 | – | Sell |
-6,280
| Closed | -$52K | – | 2059 |
|
|
2017
Q4 | $52K | Buy |
+6,280
| New | +$52K | ﹤0.01% | 1174 |
|
|
2015
Q2 | – | Sell |
-17,600
| Closed | -$211K | – | 631 |
|
|
2015
Q1 | $211K | Buy |
17,600
+1,600
| +10% | +$19.2K | ﹤0.01% | 608 |
|
|
2014
Q4 | $228K | Hold |
16,000
| – | – | ﹤0.01% | 595 |
|
|
2014
Q3 | $304K | Hold |
16,000
| – | – | ﹤0.01% | 573 |
|
|
2014
Q2 | $309K | Hold |
16,000
| – | – | ﹤0.01% | 564 |
|
|
2014
Q1 | $285K | Buy |
+16,000
| New | +$285K | ﹤0.01% | 556 |
|