Ropes Wealth Advisors’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-600
| Closed | -$17K | – | 683 |
|
|
2020
Q4 | $17K | Hold |
600
| – | – | ﹤0.01% | 503 |
|
|
2020
Q3 | $17K | Hold |
600
| – | – | ﹤0.01% | 464 |
|
|
2020
Q2 | $17K | Hold |
600
| – | – | ﹤0.01% | 405 |
|
|
2020
Q1 | $17K | Hold |
600
| – | – | ﹤0.01% | 379 |
|
|
2019
Q4 | $24K | Hold |
600
| – | – | 0.01% | 400 |
|
|
2019
Q3 | $26K | Hold |
600
| – | – | 0.01% | 403 |
|
|
2019
Q2 | $29K | Hold |
600
| – | – | 0.01% | 393 |
|
|
2019
Q1 | $28K | Hold |
600
| – | – | 0.01% | 381 |
|
|
2018
Q4 | $22K | Hold |
600
| – | – | 0.01% | 370 |
|
|
2018
Q3 | $25K | Hold |
600
| – | – | 0.01% | 387 |
|
|
2018
Q2 | $28K | Hold |
600
| – | – | 0.01% | 394 |
|
|
2018
Q1 | $26K | Hold |
600
| – | – | 0.01% | 384 |
|
|
2017
Q4 | $27K | Hold |
600
| – | – | 0.01% | 403 |
|
|
2017
Q3 | $24K | Hold |
600
| – | – | 0.01% | 391 |
|
|
2017
Q2 | $23K | Buy |
+600
| New | +$23K | 0.01% | 389 |
|