IFP Advisors’s PermRock Royalty Trust Unit PRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-225
| Closed | -$1.23K | – | 3495 |
|
|
2023
Q2 | $1.23K | Hold |
225
| – | – | ﹤0.01% | 3024 |
|
|
2023
Q1 | $3.59K | Hold |
225
| – | – | ﹤0.01% | 2697 |
|
|
2022
Q4 | $4K | Sell |
225
-817
| -78% | -$14.5K | ﹤0.01% | 3924 |
|
|
2022
Q3 | $17K | Hold |
1,042
| – | – | ﹤0.01% | 3252 |
|
|
2022
Q2 | $17K | Hold |
1,042
| – | – | ﹤0.01% | 3004 |
|
|
2022
Q1 | $17K | Buy |
+1,042
| New | +$17K | ﹤0.01% | 3004 |
|
|
2019
Q1 | $4K | Buy |
+528
| New | +$4K | ﹤0.01% | 1944 |
|
|
2016
Q2 | – | Sell |
-528
| Closed | -$4K | – | 4101 |
|
|
2016
Q1 | $4K | Buy |
+528
| New | +$4K | ﹤0.01% | 1944 |
|