Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,446
| Closed | -$23K | – | 283 |
|
|
2018
Q2 | $23K | Hold |
2,446
| – | – | 0.01% | 236 |
|
|
2018
Q1 | $24K | Buy |
+2,446
| New | +$24K | 0.01% | 232 |
|
|
2017
Q4 | – | Sell |
-2,446
| Closed | -$21K | – | 391 |
|
|
2017
Q3 | $21K | Hold |
2,446
| – | – | 0.01% | 224 |
|
|
2017
Q2 | $21K | Buy |
2,446
+961
| +65% | +$8.25K | 0.01% | 217 |
|
|
2017
Q1 | $14K | Hold |
1,485
| – | – | 0.01% | 272 |
|
|
2016
Q4 | $12K | Buy |
+1,485
| New | +$12K | ﹤0.01% | 307 |
|