VisionPoint Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,473
| Closed | -$42.3K | – | 686 |
|
2024
Q2 | $42.3K | Buy |
10,473
+135
| +1% | +$545 | 0.02% | 292 |
|
2024
Q1 | $54.8K | Buy |
10,338
+2,017
| +24% | +$10.7K | 0.02% | 255 |
|
2023
Q4 | $42.2K | Buy |
+8,321
| New | +$42.2K | 0.02% | 263 |
|
2023
Q3 | – | Sell |
-8,150
| Closed | -$60.3K | – | 815 |
|
2023
Q2 | $60.3K | Buy |
+8,150
| New | +$60.3K | 0.02% | 199 |
|