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 |
|