IFP Advisors’s Mesa Royalty Trust MTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-400
| Closed | -$6K | – | 3937 |
|
|
2017
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 3274 |
|
|
2017
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 3379 |
|
|
2017
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 3272 |
|
|
2016
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 3381 |
|
|
2016
Q3 | $3K | Hold |
400
| – | – | ﹤0.01% | 3444 |
|
|
2016
Q2 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 3243 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$3K | – | 3018 |
|
|
2015
Q4 | $3K | Buy |
+400
| New | +$3K | ﹤0.01% | 3183 |
|