WealthSource Partners’s San Juan Basin Royalty Trust SJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.61M | Buy |
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|
2023
Q3 | $3.51M | Buy |
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|
2023
Q2 | $3.75M | Buy |
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|
2023
Q1 | $5.01M | Sell |
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|
2022
Q4 | $6.12M | Buy |
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|
2022
Q3 | $4.82M | Buy |
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|
2022
Q2 | $4.29M | Buy |
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|
2022
Q1 | $4.21M | Buy |
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|
2021
Q4 | $2.79M | Buy |
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|
2021
Q3 | $2.22M | Buy |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $1.64M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $995K | Buy |
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|
2020
Q2 | $711K | Buy |
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|
2020
Q1 | $618K | Buy |
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|
2019
Q4 | $594K | Buy |
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|
2019
Q3 | $642K | Buy |
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|
2019
Q2 | $789K | Buy |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $627K | Buy |
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|
2018
Q3 | $562K | Buy |
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|
2018
Q2 | $590K | Buy |
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|
2018
Q1 | $692K | Sell |
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|
2017
Q4 | $737K | Buy |
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|
2017
Q3 | $668K | Buy |
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|
2017
Q2 | $559K | Buy |
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|
2017
Q1 | $578K | Buy |
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|
2016
Q4 | $469K | Buy |
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|
2016
Q3 | $258K | Buy |
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|
2016
Q2 | $242K | Buy |
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|
2016
Q1 | $169K | Buy |
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