D.A. Davidson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-778
| Closed | -$7K | – | 2133 |
|
|
2014
Q4 | $7K | Hold |
778
| – | – | ﹤0.01% | 1884 |
|
|
2014
Q3 | $10K | Hold |
778
| – | – | ﹤0.01% | 1825 |
|
|
2014
Q2 | $11K | Hold |
778
| – | – | ﹤0.01% | 1789 |
|
|
2014
Q1 | $10K | Hold |
778
| – | – | ﹤0.01% | 1803 |
|
|
2013
Q4 | $10K | Buy |
+778
| New | +$10K | ﹤0.01% | 1721 |
|