Lee Financial’s Permianville Royalty Trust PVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,500
| Closed | -$18.4K | – | 928 |
|
|
2022
Q4 | $18.4K | Hold |
5,500
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $18K | Hold |
5,500
| – | – | ﹤0.01% | 347 |
|
|
2022
Q2 | $18K | Hold |
5,500
| – | – | ﹤0.01% | 353 |
|
|
2022
Q1 | $14K | Hold |
5,500
| – | – | ﹤0.01% | 391 |
|
|
2021
Q4 | $12K | Hold |
5,500
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $11K | Hold |
5,500
| – | – | ﹤0.01% | 413 |
|
|
2021
Q2 | $11K | Hold |
5,500
| – | – | ﹤0.01% | 396 |
|
|
2021
Q1 | $8K | Hold |
5,500
| – | – | ﹤0.01% | 409 |
|
|
2020
Q4 | $4K | Hold |
5,500
| – | – | ﹤0.01% | 432 |
|
|
2020
Q3 | $4K | Hold |
5,500
| – | – | ﹤0.01% | 478 |
|
|
2020
Q2 | $7K | Hold |
5,500
| – | – | ﹤0.01% | 414 |
|
|
2020
Q1 | $6K | Hold |
5,500
| – | – | ﹤0.01% | 363 |
|
|
2019
Q4 | $10K | Hold |
5,500
| – | – | ﹤0.01% | 349 |
|
|
2019
Q3 | $14K | Hold |
5,500
| – | – | ﹤0.01% | 293 |
|
|
2019
Q2 | $15K | Hold |
5,500
| – | – | ﹤0.01% | 299 |
|
|
2019
Q1 | $18K | Hold |
5,500
| – | – | ﹤0.01% | 265 |
|
|
2018
Q4 | $10K | Hold |
5,500
| – | – | ﹤0.01% | 288 |
|
|
2018
Q3 | $19K | Buy |
+5,500
| New | +$19K | ﹤0.01% | 258 |
|