Pathstone Family Office’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $2.73M | Hold |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $5.52M | Buy |
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|
2022
Q3 | $2.6M | Buy |
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|
2022
Q2 | $940K | Hold |
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|
2022
Q1 | $711K | Hold |
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|
2021
Q4 | $574K | Hold |
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|
2021
Q3 | $326K | Hold |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $226K | Hold |
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|
2020
Q4 | $188K | Buy |
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