SWM
PBT

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

Sugarloaf Wealth Management’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$17.3K Buy
1,562
+510
+48% +$5.65K ﹤0.01% 422
2024
Q3 		$12.5K Hold
1,052
– – ﹤0.01% 476
2024
Q2 		$11.8K Buy
1,052
+28
+3% +$315 ﹤0.01% 456
2024
Q1 		$12.4K Buy
+1,024
New +$12.4K ﹤0.01% 461