Horan Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-375
| Closed | -$1K | – | 222 |
|
|
2020
Q3 | $1K | Buy |
+375
| New | +$1K | ﹤0.01% | 295 |
|
|
2020
Q1 | – | Sell |
-375
| Closed | -$1K | – | 202 |
|
|
2019
Q4 | $1K | Hold |
375
| – | – | ﹤0.01% | 266 |
|
|
2019
Q3 | $2K | Buy |
+375
| New | +$2K | ﹤0.01% | 271 |
|
|
2019
Q2 | – | Sell |
-375
| Closed | -$3K | – | 198 |
|
|
2019
Q1 | $3K | Buy |
+375
| New | +$3K | ﹤0.01% | 245 |
|
|
2017
Q4 | – | Sell |
-375
| Closed | -$3K | – | 212 |
|
|
2017
Q3 | $3K | Buy |
+375
| New | +$3K | ﹤0.01% | 295 |
|