LWCFA
PBT

Loring Wolcott & Coolidge Fiduciary Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PBT Stock Details PBT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,571
Closed -$264K – 586
2023
Q3 		$264K Sell
13,571
-1,097
-7% -$21.3K ﹤0.01% 254
2023
Q2 		$366K Buy
+14,668
New +$366K ﹤0.01% 234