Wealth Enhancement Advisory Services’s Sabine Royalty Trust SBR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $237K | Sell |
3,570
-396
| -10% | -$26.3K | ﹤0.01% | 2827 |
|
2025
Q1 | $268K | Buy |
3,966
+200
| +5% | +$13.5K | ﹤0.01% | 2515 |
|
2024
Q4 | $244K | Buy |
3,766
+100
| +3% | +$6.48K | ﹤0.01% | 2528 |
|
2024
Q3 | $226K | Hold |
3,666
| – | – | ﹤0.01% | 2352 |
|
2024
Q2 | $236K | Sell |
3,666
-145
| -4% | -$9.35K | ﹤0.01% | 2161 |
|
2024
Q1 | $241K | Buy |
3,811
+212
| +6% | +$13.4K | ﹤0.01% | 2064 |
|
2023
Q4 | $244K | Sell |
3,599
-288
| -7% | -$19.5K | ﹤0.01% | 1972 |
|
2023
Q3 | $256K | Buy |
+3,887
| New | +$256K | ﹤0.01% | 1832 |
|