Spire Wealth Management’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-750
| Closed | -$7.4K | – | 2507 |
|
|
2025
Q1 | $7.4K | Hold |
750
| – | – | ﹤0.01% | 1939 |
|
|
2024
Q4 | $8.27K | Hold |
750
| – | – | ﹤0.01% | 1891 |
|
|
2024
Q3 | $8.9K | Hold |
750
| – | – | ﹤0.01% | 1665 |
|
|
2024
Q2 | $8.42K | Hold |
750
| – | – | ﹤0.01% | 1683 |
|
|
2024
Q1 | $9.05K | Hold |
750
| – | – | ﹤0.01% | 1743 |
|
|
2023
Q4 | $11K | Hold |
750
| – | – | ﹤0.01% | 1733 |
|
|
2023
Q3 | $15.9K | Hold |
750
| – | – | ﹤0.01% | 1587 |
|
|
2023
Q2 | $18.7K | Buy |
+750
| New | +$18.7K | ﹤0.01% | 1614 |
|