Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-86
| Closed | -$857 | – | 2835 |
|
|
2025
Q1 | $857 | Hold |
86
| – | – | ﹤0.01% | 2001 |
|
|
2024
Q4 | $953 | Buy |
86
+1
| +1% | +$11 | ﹤0.01% | 1925 |
|
|
2024
Q3 | $1.01K | Buy |
85
+1
| +1% | +$12 | ﹤0.01% | 1914 |
|
|
2024
Q2 | $944 | Buy |
84
+1
| +1% | +$11 | ﹤0.01% | 1900 |
|
|
2024
Q1 | $1.09K | Buy |
83
+1
| +1% | +$13 | ﹤0.01% | 1396 |
|
|
2023
Q4 | $1.14K | Sell |
82
-80
| -49% | -$1.11K | ﹤0.01% | 1384 |
|
|
2023
Q3 | $3.43K | Buy |
162
+82
| +103% | +$1.73K | ﹤0.01% | 1312 |
|
|
2023
Q2 | $2K | Buy |
80
+50
| +167% | +$1.25K | ﹤0.01% | 1153 |
|
|
2023
Q1 | $732 | Buy |
+30
| New | +$732 | ﹤0.01% | 1269 |
|