Reilly Financial Advisors’s Mesa Royalty Trust MTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$1K Hold
100
﹤0.01% 1077
2021
Q3
$1K Hold
100
﹤0.01% 898
2021
Q2
$1K Hold
100
﹤0.01% 966
2021
Q1
$0 Hold
100
﹤0.01% 1035
2020
Q4
$0 Hold
100
﹤0.01% 909
2020
Q3
$0 Hold
100
﹤0.01% 902
2020
Q2
$1K Hold
100
﹤0.01% 858
2020
Q1
$0 Hold
100
﹤0.01% 920
2019
Q4
$1K Hold
100
﹤0.01% 856
2019
Q3
$1K Hold
100
﹤0.01% 864
2019
Q2
$1K Hold
100
﹤0.01% 906
2019
Q1
$1K Hold
100
﹤0.01% 932
2018
Q4
$1K Hold
100
﹤0.01% 904
2018
Q3
$1K Hold
100
﹤0.01% 975
2018
Q2
$1K Hold
100
﹤0.01% 958
2018
Q1
$2K Hold
100
﹤0.01% 889
2017
Q4
$2K Hold
100
﹤0.01% 887
2017
Q3
$2K Hold
100
﹤0.01% 905
2017
Q2
$1K Hold
100
﹤0.01% 910
2017
Q1
$1K Hold
100
﹤0.01% 884
2016
Q4
$1K Hold
100
﹤0.01% 802
2016
Q3
$1K Hold
100
﹤0.01% 799
2016
Q2
$1K Buy
+100
New +$1K ﹤0.01% 765
2016
Q1
Hold
0
1027
2015
Q4
Sell
-1,300
Closed -$13K 1043
2015
Q3
$13K Hold
1,300
﹤0.01% 710
2015
Q2
$18K Hold
1,300
﹤0.01% 705
2015
Q1
$27K Hold
1,300
﹤0.01% 578
2014
Q4
$33K Hold
1,300
0.01% 316
2014
Q3
$45K Buy
1,300
+1,200
+1,200% +$41.5K 0.01% 273
2014
Q2
$3K Hold
100
﹤0.01% 760
2014
Q1
$3K Hold
100
﹤0.01% 733
2013
Q4
$2K Hold
100
﹤0.01% 802
2013
Q3
$2K Hold
100
﹤0.01% 702
2013
Q2
$2K Buy
+100
New +$2K ﹤0.01% 761