Diversified Trust’s Permian Resources PR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Sell |
10,446
-863
| -8% | -$11.8K | ﹤0.01% | 894 |
|
|
2025
Q1 | $157K | Buy |
+11,309
| New | +$157K | ﹤0.01% | 868 |
|
|
2023
Q2 | – | Sell |
-41,030
| Closed | -$431K | – | 889 |
|
|
2023
Q1 | $431K | Buy |
41,030
+1,264
| +3% | +$13.3K | 0.02% | 515 |
|
|
2022
Q4 | $374K | Hold |
39,766
| – | – | 0.02% | 502 |
|
|
2022
Q3 | $270K | Hold |
39,766
| – | – | 0.01% | 575 |
|
|
2022
Q2 | $238K | Buy |
+39,766
| New | +$238K | 0.01% | 637 |
|