Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5K | Hold |
2,446
| – | – | ﹤0.01% | 765 |
|
|
2025
Q1 | $24.2K | Hold |
2,446
| – | – | ﹤0.01% | 760 |
|
|
2024
Q4 | $27.1K | Buy |
+2,446
| New | +$27.1K | ﹤0.01% | 691 |
|
|
2020
Q4 | – | Sell |
-2,446
| Closed | -$6K | – | 363 |
|
|
2020
Q3 | $6K | Buy |
+2,446
| New | +$6K | ﹤0.01% | 415 |
|
|
2020
Q2 | – | Sell |
-2,446
| Closed | -$7K | – | 676 |
|
|
2020
Q1 | $7K | Buy |
+2,446
| New | +$7K | ﹤0.01% | 693 |
|
|
2019
Q4 | – | Sell |
-2,446
| Closed | -$13K | – | 658 |
|
|
2019
Q3 | $13K | Hold |
2,446
| – | – | ﹤0.01% | 694 |
|
|
2019
Q2 | $14K | Hold |
2,446
| – | – | ﹤0.01% | 682 |
|
|
2019
Q1 | $18K | Buy |
+2,446
| New | +$18K | 0.01% | 650 |
|