Gary Goldberg Planning Services’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $230K | Sell |
6,419
-2,650
| -29% | -$95K | 0.1% | 99 |
|
|
2014
Q3 | $492K | Sell |
9,069
-233
| -3% | -$12.6K | 0.2% | 69 |
|
|
2014
Q2 | $564K | Sell |
9,302
-548
| -6% | -$33.2K | 0.25% | 60 |
|
|
2014
Q1 | $488K | Sell |
9,850
-971
| -9% | -$48.1K | 0.24% | 61 |
|
|
2013
Q4 | $547K | Sell |
10,821
-2,477
| -19% | -$125K | 0.32% | 51 |
|
|
2013
Q3 | $676K | Sell |
13,298
-2,544
| -16% | -$129K | 0.41% | 48 |
|
|
2013
Q2 | $819K | Buy |
+15,842
| New | +$819K | 0.52% | 40 |
|