IWC
SJT

Integrated Wealth Counsel’s San Juan Basin Royalty Trust SJT Stock Holding History

Integrated Wealth Counsel’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-228
Closed -$4K – 186
2013
Q4 		$4K Sell
228
-697
-75% -$12.2K ﹤0.01% 165
2013
Q3 		$14.8K Sell
925
-83,163
-99% -$1.33M 0.01% 149
2013
Q2 		$1.35M Buy
+84,088
New +$1.35M 0.97% 29