PWA
PBT

Principia Wealth Advisory’s Permian Basin Royalty Trust PBT Stock Holding History

Principia Wealth Advisory’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.6K Hold
1,333
– – 0.01% 136
2025
Q1 		$12.7K Hold
1,333
– – 0.01% 119
2024
Q4 		$14.7K Buy
+1,333
New +$14.7K 0.01% 110