Symphony Financial’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-118,696
| Closed | -$1.26M | – | 199 |
|
|
2022
Q2 | $1.26M | Hold |
118,696
| – | – | 0.37% | 58 |
|
|
2022
Q1 | $1.61M | Hold |
118,696
| – | – | 0.38% | 53 |
|
|
2021
Q4 | $1.42M | Sell |
118,696
-2,163
| -2% | -$25.8K | 0.39% | 54 |
|
|
2021
Q3 | $1.34M | Sell |
120,859
-1,113
| -0.9% | -$12.3K | 0.47% | 46 |
|
|
2021
Q2 | $1.67M | Hold |
121,972
| – | – | 0.57% | 40 |
|
|
2021
Q1 | $1.44M | Buy |
+121,972
| New | +$1.44M | 0.38% | 47 |
|