Financial Architects (New Jersey)’s San Juan Basin Royalty Trust SJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,479
| Closed | -$37K | – | 774 |
|
|
2015
Q2 | $37K | Sell |
3,479
-2,000
| -37% | -$21.3K | 0.01% | 489 |
|
|
2015
Q1 | $66K | Hold |
5,479
| – | – | 0.03% | 361 |
|
|
2014
Q4 | $78K | Hold |
5,479
| – | – | 0.03% | 287 |
|
|
2014
Q3 | $104K | Hold |
5,479
| – | – | 0.05% | 210 |
|
|
2014
Q2 | $106K | Buy |
+5,479
| New | +$106K | 0.05% | 216 |
|
|
2013
Q4 | – | Sell |
-5,479
| Closed | -$88K | – | 498 |
|
|
2013
Q3 | $88K | Hold |
5,479
| – | – | 0.06% | 192 |
|
|
2013
Q2 | $88K | Buy |
+5,479
| New | +$88K | 0.06% | 176 |
|