VWA
PBT

Visionary Wealth Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Visionary Wealth Advisors’s Portfolio PBT Stock Details PBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,722
Closed -$218K – 472
2023
Q2 		$218K Hold
8,722
– – 0.02% 420
2023
Q1 		$213K Buy
+8,722
New +$213K 0.02% 415