Summit Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,000
| Closed | -$61K | – | 119 |
|
|
2019
Q2 | $61K | Hold |
16,000
| – | – | 0.03% | 109 |
|
|
2019
Q1 | $86K | Sell |
16,000
-6,000
| -27% | -$32.3K | 0.04% | 111 |
|
|
2018
Q4 | $106K | Buy |
22,000
+9,000
| +69% | +$43.4K | 0.06% | 103 |
|
|
2018
Q3 | $64K | Hold |
13,000
| – | – | 0.03% | 118 |
|
|
2018
Q2 | $75K | Buy |
+13,000
| New | +$75K | 0.04% | 112 |
|