SWM
SJT
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-300
| Closed | -$3K | – | 625 |
|
|
2022
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 647 |
|
|
2022
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 678 |
|
|
2022
Q1 | $3K | Hold |
300
| – | – | ﹤0.01% | 644 |
|
|
2021
Q4 | $2K | Hold |
300
| – | – | ﹤0.01% | 614 |
|
|
2021
Q3 | $2K | Hold |
300
| – | – | ﹤0.01% | 545 |
|
|
2021
Q2 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 461 |
|