Ironwood Financial’s Permian Basin Royalty Trust PBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Hold
2025
Q2
$122K Hold
2025
Q1
$122K Hold
2024
Q4
$136K Sell
2024
Q3
$220K Buy