Plante Moran Financial Advisors’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-98
| Closed | -$4K | – | 1028 |
|
|
2016
Q3 | $4K | Hold |
98
| – | – | ﹤0.01% | 749 |
|
|
2016
Q2 | $3K | Hold |
98
| – | – | ﹤0.01% | 736 |
|
|
2016
Q1 | $3K | Hold |
98
| – | – | ﹤0.01% | 667 |
|
|
2015
Q4 | $3K | Hold |
98
| – | – | ﹤0.01% | 828 |
|
|
2015
Q3 | $3K | Hold |
98
| – | – | ﹤0.01% | 645 |
|
|
2015
Q2 | $4K | Hold |
98
| – | – | ﹤0.01% | 649 |
|
|
2015
Q1 | $4K | Hold |
98
| – | – | ﹤0.01% | 638 |
|
|
2014
Q4 | $4K | Hold |
98
| – | – | ﹤0.01% | 697 |
|
|
2014
Q3 | $5K | Hold |
98
| – | – | ﹤0.01% | 681 |
|
|
2014
Q2 | $6K | Hold |
98
| – | – | 0.01% | 648 |
|
|
2014
Q1 | $5K | Hold |
98
| – | – | 0.01% | 470 |
|
|
2013
Q4 | $5K | Buy |
+98
| New | +$5K | ﹤0.01% | 538 |
|