IFP Advisors’s PACIFIC COAST OIL TRUST ROYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,200
| Closed | -$2K | – | 4183 |
|
|
2017
Q3 | $2K | Hold |
1,200
| – | – | ﹤0.01% | 3788 |
|
|
2017
Q2 | $2K | Hold |
1,200
| – | – | ﹤0.01% | 3771 |
|
|
2017
Q1 | $2K | Hold |
1,200
| – | – | ﹤0.01% | 3695 |
|
|
2016
Q4 | $1K | Hold |
1,200
| – | – | ﹤0.01% | 3871 |
|
|
2016
Q3 | $2K | Hold |
1,200
| – | – | ﹤0.01% | 3636 |
|
|
2016
Q2 | $3K | Buy |
+1,200
| New | +$3K | ﹤0.01% | 3386 |
|