Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,554
| Closed | -$6K | – | 1654 |
|
|
2021
Q1 | $6K | Buy |
+1,554
| New | +$6K | ﹤0.01% | 1606 |
|
|
2020
Q2 | – | Sell |
-1,554
| Closed | -$3K | – | 1179 |
|
|
2020
Q1 | $3K | Hold |
1,554
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q4 | $4K | Hold |
1,554
| – | – | ﹤0.01% | 1166 |
|
|
2019
Q3 | $5K | Hold |
1,554
| – | – | ﹤0.01% | 1085 |
|
|
2019
Q2 | $6K | Hold |
1,554
| – | – | ﹤0.01% | 1027 |
|
|
2019
Q1 | $8K | Hold |
1,554
| – | – | ﹤0.01% | 877 |
|
|
2018
Q4 | $7K | Hold |
1,554
| – | – | ﹤0.01% | 873 |
|
|
2018
Q3 | $8K | Hold |
1,554
| – | – | ﹤0.01% | 910 |
|
|
2018
Q2 | $9K | Hold |
1,554
| – | – | ﹤0.01% | 871 |
|
|
2018
Q1 | $12K | Hold |
1,554
| – | – | ﹤0.01% | 696 |
|
|
2017
Q4 | $13K | Hold |
1,554
| – | – | ﹤0.01% | 617 |
|
|
2017
Q3 | $12K | Buy |
+1,554
| New | +$12K | ﹤0.01% | 514 |
|