NewSquare Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,000
| Closed | -$11K | – | 1220 |
|
|
2024
Q4 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 261 |
|
|
2023
Q3 | – | Sell |
-170
| Closed | -$4.24K | – | 821 |
|
|
2023
Q2 | $4.24K | Sell |
170
-110
| -39% | -$2.74K | ﹤0.01% | 440 |
|
|
2023
Q1 | $6.83K | Hold |
280
| – | – | ﹤0.01% | 401 |
|
|
2022
Q4 | $7.05K | Buy |
280
+180
| +180% | +$4.53K | ﹤0.01% | 329 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 358 |
|
|
2022
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 329 |
|