Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-373
| Closed | -$6K | – | 1487 |
|
|
2022
Q2 | $6K | Hold |
373
| – | – | ﹤0.01% | 1438 |
|
|
2022
Q1 | $5K | Hold |
373
| – | – | ﹤0.01% | 1625 |
|
|
2021
Q4 | $4K | Hold |
373
| – | – | ﹤0.01% | 1796 |
|
|
2021
Q3 | $2K | Hold |
373
| – | – | ﹤0.01% | 1962 |
|
|
2021
Q2 | $2K | Hold |
373
| – | – | ﹤0.01% | 1899 |
|
|
2021
Q1 | $1K | Hold |
373
| – | – | ﹤0.01% | 1905 |
|
|
2020
Q4 | $1K | Hold |
373
| – | – | ﹤0.01% | 1787 |
|
|
2020
Q3 | $1K | Hold |
373
| – | – | ﹤0.01% | 1581 |
|
|
2020
Q2 | $1K | Hold |
373
| – | – | ﹤0.01% | 1559 |
|
|
2020
Q1 | $1K | Hold |
373
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q4 | $1K | Hold |
373
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q3 | $2K | Buy |
+373
| New | +$2K | ﹤0.01% | 1110 |
|