Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-43
| Closed | – | – | 947 |
|
|
2020
Q1 | $0 | Buy |
+43
| New | – | ﹤0.01% | 930 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$1K | – | 870 |
|
|
2016
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 766 |
|
|
2016
Q1 | $1K | Buy |
+200
| New | +$1K | ﹤0.01% | 863 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1062 |
|