Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,475
| Closed | -$11K | – | 1089 |
|
|
2015
Q2 | $11K | Hold |
1,475
| – | – | ﹤0.01% | 646 |
|
|
2015
Q1 | $12K | Hold |
1,475
| – | – | ﹤0.01% | 651 |
|
|
2014
Q4 | $14K | Sell |
1,475
-1,375
| -48% | -$13.1K | ﹤0.01% | 600 |
|
|
2014
Q3 | $39K | Hold |
2,850
| – | – | 0.01% | 445 |
|
|
2014
Q2 | $41K | Sell |
2,850
-300
| -10% | -$4.32K | 0.01% | 413 |
|
|
2014
Q1 | $42K | Hold |
3,150
| – | – | 0.02% | 365 |
|
|
2013
Q4 | $41K | Hold |
3,150
| – | – | 0.02% | 320 |
|
|
2013
Q3 | $45K | Sell |
3,150
-750
| -19% | -$10.7K | 0.03% | 316 |
|
|
2013
Q2 | $52K | Buy |
+3,900
| New | +$52K | 0.03% | 288 |
|