MWR
SJT
McAdams Wright Ragen’s San Juan Basin Royalty Trust SJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $7.15M | Buy |
376,125
+12,250
| +3% | +$233K | 0.4% | 66 |
|
|
2014
Q2 | $7.02M | Buy |
363,875
+46,520
| +15% | +$897K | 0.39% | 65 |
|
|
2014
Q1 | $5.6M | Buy |
317,355
+56,700
| +22% | +$1M | 0.35% | 71 |
|
|
2013
Q4 | $4.36M | Buy |
+260,655
| New | +$4.36M | 0.29% | 86 |
|
|
2013
Q3 | – | Sell |
-210,205
| Closed | -$3.37M | – | 359 |
|
|
2013
Q2 | $3.37M | Buy |
+210,205
| New | +$3.37M | 0.27% | 98 |
|