Fielder Capital Group’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 | $601K | Hold |
48,218
| – | – | 0.16% | 91 |
|
|
2025
Q1 | $478K | Hold |
48,218
| – | – | 0.14% | 100 |
|
|
2024
Q4 | $534K | Hold |
48,218
| – | – | 0.17% | 94 |
|
|
2024
Q3 | $573K | Sell |
48,218
-7,000
| -13% | -$83.2K | 0.19% | 80 |
|
|
2024
Q2 | $622K | Sell |
55,218
-24
| -0% | -$270 | 0.24% | 71 |
|
|
2024
Q1 | $668K | Sell |
55,242
-6,400
| -10% | -$77.4K | 0.3% | 59 |
|
|
2023
Q4 | $861K | Buy |
+61,642
| New | +$861K | 0.52% | 38 |
|