Wealth Enhancement Advisory Services’s Permian Basin Royalty Trust PBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$148K Hold
2025
Q1
$113K Sell
2024
Q4
$127K Sell
2024
Q3
$255K Sell
2024
Q2
$247K Buy
2024
Q1
$251K Buy
2023
Q4
Sell
2023
Q3
$245K Buy