Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$11.2K | – | 1000 |
|
|
2024
Q2 | $11.2K | Hold |
1,000
| – | – | ﹤0.01% | 724 |
|
|
2024
Q1 | $12.1K | Hold |
1,000
| – | – | ﹤0.01% | 617 |
|
|
2023
Q4 | $14K | Buy |
+1,000
| New | +$14K | ﹤0.01% | 775 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$5K | – | 1194 |
|
|
2019
Q3 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 801 |
|
|
2016
Q4 | – | Sell |
-144
| Closed | -$1K | – | 782 |
|
|
2016
Q3 | $1K | Sell |
144
-356
| -71% | -$2.47K | ﹤0.01% | 665 |
|
|
2016
Q2 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 556 |
|
|
2015
Q4 | – | Sell |
-569
| Closed | -$3K | – | 728 |
|
|
2015
Q3 | $3K | Hold |
569
| – | – | ﹤0.01% | 493 |
|
|
2015
Q2 | $5K | Buy |
+569
| New | +$5K | ﹤0.01% | 472 |
|