SWM
STR
Sugarloaf Wealth Management’s Sitio Royalties STR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.3K | Buy |
852
+166
| +24% | +$3.18K | ﹤0.01% | 428 |
|
|
2024
Q3 | $14.3K | Buy |
686
+2
| +0.3% | +$42 | ﹤0.01% | 459 |
|
|
2024
Q2 | $16.2K | Buy |
684
+17
| +3% | +$401 | ﹤0.01% | 430 |
|
|
2024
Q1 | $16.5K | Buy |
667
+188
| +39% | +$4.65K | ﹤0.01% | 433 |
|
|
2023
Q4 | $11.3K | Buy |
479
+2
| +0.4% | +$47 | ﹤0.01% | 477 |
|
|
2023
Q3 | $11.5K | Buy |
477
+233
| +95% | +$5.64K | ﹤0.01% | 449 |
|
|
2023
Q2 | $6.41K | Buy |
244
+26
| +12% | +$683 | ﹤0.01% | 525 |
|
|
2023
Q1 | $4.94K | Sell |
218
-7
| -3% | -$159 | ﹤0.01% | 548 |
|
|
2022
Q4 | $6.5K | Buy |
+225
| New | +$6.5K | ﹤0.01% | 544 |
|