Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,423
| Closed | -$14K | – | 2473 |
|
|
2016
Q3 | $14K | Buy |
2,423
+414
| +21% | +$2.39K | ﹤0.01% | 1520 |
|
|
2016
Q2 | $14K | Buy |
2,009
+4
| +0.2% | +$28 | ﹤0.01% | 1096 |
|
|
2016
Q1 | $10K | Sell |
2,005
-1,606
| -44% | -$8.01K | ﹤0.01% | 1166 |
|
|
2015
Q4 | $14K | Sell |
3,611
-971
| -21% | -$3.77K | 0.01% | 1063 |
|
|
2015
Q3 | $43K | Buy |
4,582
+1,951
| +74% | +$18.3K | 0.02% | 676 |
|
|
2015
Q2 | $28K | Hold |
2,631
| – | – | 0.01% | 874 |
|
|
2015
Q1 | $31K | Hold |
2,631
| – | – | 0.01% | 832 |
|
|
2014
Q4 | $37K | Sell |
2,631
-987
| -27% | -$13.9K | 0.01% | 761 |
|
|
2014
Q3 | $69K | Buy |
+3,618
| New | +$69K | 0.01% | 801 |
|