Edge Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-500
| Closed | -$2K | – | 658 |
|
|
2019
Q4 | $2K | Hold |
500
| – | – | ﹤0.01% | 537 |
|
|
2019
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 522 |
|
|
2019
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 508 |
|
|
2019
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 481 |
|
|
2018
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 508 |
|
|
2018
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 521 |
|
|
2018
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 485 |
|
|
2018
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 450 |
|
|
2017
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 454 |
|
|
2017
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 451 |
|
|
2017
Q2 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 436 |
|
|
2015
Q2 | – | Sell |
-12,000
| Closed | -$98K | – | 445 |
|
|
2015
Q1 | $98K | Buy |
+12,000
| New | +$98K | 0.03% | 139 |
|