Navellier & Associates’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
Q1 | – | Sell |
-22,376
| Closed | -$312K | – | 363 |
|
|
2023
Q4 | $312K | Buy |
22,376
+10,734
| +92% | +$150K | 0.05% | 266 |
|
|
2023
Q3 | $247K | Sell |
11,642
-639
| -5% | -$13.6K | 0.04% | 284 |
|
|
2023
Q2 | $306K | Sell |
12,281
-736
| -6% | -$18.3K | 0.06% | 219 |
|
|
2023
Q1 | $318K | Sell |
13,017
-493
| -4% | -$12K | 0.07% | 218 |
|
|
2022
Q4 | $340K | Sell |
13,510
-1,829
| -12% | -$46.1K | 0.07% | 206 |
|
|
2022
Q3 | $250K | Buy |
+15,339
| New | +$250K | 0.06% | 234 |
|