SWM
SJT
Segment Wealth Management’s San Juan Basin Royalty Trust SJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-10,893
| Closed | -$207K | – | 172 |
|
|
2014
Q3 | $207K | Sell |
10,893
-1,000
| -8% | -$19K | 0.08% | 170 |
|
|
2014
Q2 | $229K | Buy |
11,893
+1,000
| +9% | +$19.3K | 0.09% | 159 |
|
|
2014
Q1 | $192K | Sell |
10,893
-1,500
| -12% | -$26.4K | 0.09% | 151 |
|
|
2013
Q4 | $207K | Sell |
12,393
-1,000
| -7% | -$16.7K | 0.1% | 149 |
|
|
2013
Q3 | $214K | Hold |
13,393
| – | – | 0.12% | 141 |
|
|
2013
Q2 | $215K | Buy |
+13,393
| New | +$215K | 0.13% | 134 |
|