Ingalls & Snyder LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
20,268
| – | – | 0.01% | 383 |
|
|
2025
Q1 | $201K | Hold |
20,268
| – | – | 0.01% | 399 |
|
|
2024
Q4 | $225K | Hold |
20,268
| – | – | 0.01% | 377 |
|
|
2024
Q3 | $241K | Hold |
20,268
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $228K | Hold |
20,268
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $245K | Sell |
20,268
-5,382
| -21% | -$65.1K | 0.01% | 362 |
|
|
2023
Q4 | $358K | Buy |
25,650
+12,150
| +90% | +$170K | 0.02% | 315 |
|
|
2023
Q3 | $287K | Buy |
+13,500
| New | +$287K | 0.01% | 335 |
|