Integrated Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-800
| Closed | -$5K | – | 877 |
|
|
2016
Q3 | $5K | Hold |
800
| – | – | ﹤0.01% | 909 |
|
|
2016
Q2 | $6K | Hold |
800
| – | – | ﹤0.01% | 881 |
|
|
2016
Q1 | $4K | Hold |
800
| – | – | ﹤0.01% | 892 |
|
|
2015
Q4 | $3K | Hold |
800
| – | – | ﹤0.01% | 1036 |
|
|
2015
Q3 | $8K | Hold |
800
| – | – | ﹤0.01% | 825 |
|
|
2015
Q2 | $9K | Hold |
800
| – | – | ﹤0.01% | 825 |
|
|
2015
Q1 | $9K | Buy |
+800
| New | +$9K | ﹤0.01% | 792 |
|