PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $183K | Hold |
25,534
| – | – | 0.07% | 103 |
|
|
2023
Q2 | $178K | Hold |
25,534
| – | – | 0.06% | 76 |
|
|
2023
Q1 | $195K | Sell |
25,534
-1,500
| -6% | -$11.4K | 0.08% | 110 |
|
|
2022
Q4 | $308K | Hold |
27,034
| – | – | 0.13% | 45 |
|
|
2022
Q3 | $254K | Hold |
27,034
| – | – | 0.12% | 73 |
|
|
2022
Q2 | $234K | Buy |
27,034
+2,000
| +8% | +$17.3K | 0.14% | 84 |
|
|
2022
Q1 | $218K | Hold |
25,034
| – | – | 0.1% | 107 |
|
|
2021
Q4 | $152K | Buy |
+25,034
| New | +$152K | 0.07% | 106 |
|