TRUE Private Wealth Advisors’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,347
| Closed | -$16K | – | 788 |
|
|
2019
Q4 | $16K | Buy |
+4,347
| New | +$16K | ﹤0.01% | 525 |
|
|
2019
Q3 | – | Sell |
-4,347
| Closed | -$26K | – | 574 |
|
|
2019
Q2 | $26K | Buy |
+4,347
| New | +$26K | ﹤0.01% | 421 |
|
|
2018
Q4 | – | Sell |
-4,347
| Closed | -$34.8K | – | 720 |
|
|
2018
Q3 | $34.8K | Buy |
+4,347
| New | +$34.8K | ﹤0.01% | 519 |
|
|
2017
Q4 | – | Sell |
-10,000
| Closed | -$87K | – | 219 |
|
|
2017
Q3 | $87K | Hold |
10,000
| – | – | 0.02% | 154 |
|
|
2017
Q2 | $87K | Hold |
10,000
| – | – | 0.02% | 149 |
|
|
2017
Q1 | $101K | Hold |
10,000
| – | – | 0.02% | 144 |
|
|
2016
Q4 | $88K | Hold |
10,000
| – | – | 0.02% | 145 |
|
|
2016
Q3 | $69K | Hold |
10,000
| – | – | 0.02% | 145 |
|
|
2016
Q2 | $73K | Hold |
10,000
| – | – | 0.02% | 141 |
|
|
2016
Q1 | $62K | Buy |
+10,000
| New | +$62K | 0.02% | 128 |
|