Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
11,442
| – | – | ﹤0.01% | 3048 |
|
|
2025
Q1 | $113K | Sell |
11,442
-86
| -0.7% | -$851 | ﹤0.01% | 2717 |
|
|
2024
Q4 | $127K | Sell |
11,528
-9,890
| -46% | -$109K | ﹤0.01% | 2744 |
|
|
2024
Q3 | $255K | Sell |
21,418
-500
| -2% | -$5.94K | ﹤0.01% | 2264 |
|
|
2024
Q2 | $247K | Buy |
21,918
+1,150
| +6% | +$12.9K | ﹤0.01% | 2125 |
|
|
2024
Q1 | $251K | Buy |
+20,768
| New | +$251K | ﹤0.01% | 2034 |
|
|
2023
Q4 | – | Sell |
-11,558
| Closed | -$245K | – | 2325 |
|
|
2023
Q3 | $245K | Buy |
+11,558
| New | +$245K | ﹤0.01% | 1859 |
|