SWA
PBT
SFMG Wealth Advisors’s Permian Basin Royalty Trust PBT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-32,200
| Closed | -$437K | – | 128 |
|
|
2014
Q3 | $437K | Buy |
32,200
+3,000
| +10% | +$40.7K | 0.14% | 45 |
|
|
2014
Q2 | $416K | Hold |
29,200
| – | – | 0.14% | 47 |
|
|
2014
Q1 | $385K | Hold |
29,200
| – | – | 0.13% | 45 |
|
|
2013
Q4 | $376K | Hold |
29,200
| – | – | 0.13% | 47 |
|
|
2013
Q3 | $416K | Hold |
29,200
| – | – | 0.17% | 41 |
|
|
2013
Q2 | $388K | Buy |
+29,200
| New | +$388K | 0.16% | 46 |
|