MGO One Seven’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,145
| Closed | -$134K | – | 994 |
|
|
2024
Q1 | $134K | Hold |
11,145
| – | – | 0.01% | 869 |
|
|
2023
Q4 | $156K | Sell |
11,145
-2,800
| -20% | -$39.2K | 0.01% | 846 |
|
|
2023
Q3 | $296K | Hold |
13,945
| – | – | 0.02% | 615 |
|
|
2023
Q2 | $348K | Buy |
13,945
+300
| +2% | +$7.48K | 0.03% | 543 |
|
|
2023
Q1 | $333K | Buy |
13,645
+500
| +4% | +$12.2K | 0.02% | 632 |
|
|
2022
Q4 | $331K | Hold |
13,145
| – | – | 0.03% | 522 |
|
|
2022
Q3 | $214 | Buy |
+13,145
| New | +$214 | 0.01% | 632 |
|
|
2019
Q1 | – | Sell |
-1,545
| Closed | -$9K | – | 1266 |
|
|
2018
Q4 | $9K | Buy |
+1,545
| New | +$9K | ﹤0.01% | 1186 |
|