Summit Securities Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,100
| Closed | -$138K | – | 906 |
|
|
2023
Q1 | $138K | Buy |
13,100
+10,000
| +323% | +$105K | 0.01% | 147 |
|
|
2022
Q4 | $35K | Buy |
3,100
+1,200
| +63% | +$13.5K | ﹤0.01% | 570 |
|
|
2022
Q3 | $18K | Sell |
1,900
-35,600
| -95% | -$337K | ﹤0.01% | 535 |
|
|
2022
Q2 | $326K | Sell |
37,500
-87,700
| -70% | -$762K | 0.04% | 135 |
|
|
2022
Q1 | $1.1M | Buy |
+125,200
| New | +$1.1M | 0.12% | 68 |
|