Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$7K | – | 782 |
|
|
2016
Q3 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 839 |
|
|
2016
Q2 | $7K | Sell |
1,000
-100
| -9% | -$700 | ﹤0.01% | 852 |
|
|
2016
Q1 | $7K | Hold |
1,100
| – | – | ﹤0.01% | 785 |
|
|
2015
Q4 | $6K | Hold |
1,100
| – | – | ﹤0.01% | 893 |
|
|
2015
Q3 | $7K | Hold |
1,100
| – | – | ﹤0.01% | 864 |
|
|
2015
Q2 | $9K | Hold |
1,100
| – | – | ﹤0.01% | 820 |
|
|
2015
Q1 | $8K | Buy |
+1,100
| New | +$8K | ﹤0.01% | 816 |
|