Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-14,359
| Closed | -$273K | – | 977 |
|
|
2014
Q3 | $273K | Hold |
14,359
| – | – | 0.01% | 792 |
|
|
2014
Q2 | $277K | Hold |
14,359
| – | – | 0.01% | 776 |
|
|
2014
Q1 | $253K | Hold |
14,359
| – | – | 0.01% | 780 |
|
|
2013
Q4 | $240K | Hold |
14,359
| – | – | 0.01% | 782 |
|
|
2013
Q3 | $229K | Hold |
14,359
| – | – | 0.01% | 807 |
|
|
2013
Q2 | $230K | Buy |
+14,359
| New | +$230K | 0.01% | 817 |
|