Lucas Capital Management’s San Juan Basin Royalty Trust SJT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-67,000
| Closed | -$456K | – | 124 |
|
2017
Q2 | $456K | Buy |
67,000
+11,200
| +20% | +$76.2K | 0.33% | 70 |
|
2017
Q1 | $404K | Sell |
55,800
-3,500
| -6% | -$25.3K | 0.3% | 71 |
|
2016
Q4 | $393K | Buy |
+59,300
| New | +$393K | 0.28% | 70 |
|
2013
Q3 | – | Sell |
-20,800
| Closed | -$334K | – | 147 |
|
2013
Q2 | $334K | Buy |
+20,800
| New | +$334K | 0.1% | 100 |
|