LFA
PBT

Legend Financial Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Legend Financial Advisors’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-767
Closed -$19.3K – 244
2022
Q4 		$19.3K Sell
767
-521
-40% -$13.1K 0.02% 113
2022
Q3 		$21K Buy
+1,288
New +$21K 0.02% 97
2022
Q1 		– Sell
-11,053
Closed -$112K – 42
2021
Q4 		$112K Buy
+11,053
New +$112K 0.08% 41