Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-13,800
| Closed | -$132K | – | 956 |
|
|
2014
Q4 | $132K | Hold |
13,800
| – | – | ﹤0.01% | 911 |
|
|
2014
Q3 | $187K | Hold |
13,800
| – | – | ﹤0.01% | 911 |
|
|
2014
Q2 | $197K | Hold |
13,800
| – | – | ﹤0.01% | 897 |
|
|
2014
Q1 | $182K | Hold |
13,800
| – | – | ﹤0.01% | 864 |
|
|
2013
Q4 | $177K | Hold |
13,800
| – | – | ﹤0.01% | 850 |
|
|
2013
Q3 | $197K | Sell |
13,800
-984
| -7% | -$14K | ﹤0.01% | 855 |
|
|
2013
Q2 | $196K | Buy |
+14,784
| New | +$196K | ﹤0.01% | 864 |
|