IWC
PBT

Integrated Wealth Counsel’s Permian Basin Royalty Trust PBT Stock Holding History

Integrated Wealth Counsel’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-220
Closed -$3K – 184
2013
Q4 		$3K Sell
220
-1,555
-88% -$21.2K ﹤0.01% 177
2013
Q3 		$25.3K Sell
1,775
-111,061
-98% -$1.58M 0.02% 135
2013
Q2 		$1.5M Buy
+112,836
New +$1.5M 1.08% 24