LIM
PBT

Lagoda Investment Management’s Permian Basin Royalty Trust PBT Stock Holding History

Lagoda Investment Management’s Portfolio PBT Stock Details PBT Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
2024
Q2 		$288K Sell
2024
Q1 		$367K Buy
2023
Q4 		$361K Sell
2023
Q3 		$579K Buy
2023
Q2 		$652K Buy
2023
Q1 		$602K Buy
2022
Q4 		$616K Buy