SWM
PBT

Selective Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History

Selective Wealth Management’s Portfolio PBT Stock Details PBT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,500
Closed -$90K – 551
2022
Q3 		$90K Hold
5,500
– – 0.04% 221
2022
Q2 		$91K Buy
5,500
+3,000
+120% +$49.6K 0.03% 230
2022
Q1 		$31K Buy
+2,500
New +$31K 0.01% 386