Creative Planning’s Mesa Royalty Trust MTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.52K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $32K | Buy |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1K | Sell |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $5K | Buy |
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|
2014
Q2 | $4K | Buy |
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|
2014
Q1 | $3K | Hold |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
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