Ironwood Financial’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
2025
Q2
$122K Hold
12,300
0.03% 158
2025
Q1
$122K Hold
12,300
0.03% 158
2024
Q4
$136K Sell
12,300
-6,200
-34% -$68.7K 0.03% 156
2024
Q3
$220K Buy
+18,500
New +$220K 0.05% 144