Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 408 |
|
|
2014
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 420 |
|
|
2014
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 371 |
|
|
2014
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 357 |
|
|
2013
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 323 |
|
|
2013
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 316 |
|
|
2013
Q2 | $5K | Buy |
+400
| New | +$5K | ﹤0.01% | 328 |
|