WP
SJT
WealthSource Partners’s San Juan Basin Royalty Trust SJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.61M | Buy |
513,588
+6,450
| +1% | +$32.8K | 0.17% | 96 |
|
|
2023
Q3 | $3.51M | Buy |
507,138
+2,778
| +0.6% | +$19.3K | 0.24% | 66 |
|
|
2023
Q2 | $3.75M | Buy |
504,360
+28,587
| +6% | +$212K | 0.25% | 60 |
|
|
2023
Q1 | $5.01M | Sell |
475,773
-60,139
| -11% | -$633K | 0.34% | 47 |
|
|
2022
Q4 | $6.12M | Buy |
535,912
+23,259
| +5% | +$266K | 0.43% | 38 |
|
|
2022
Q3 | $4.82M | Buy |
512,653
+18,465
| +4% | +$174K | 0.36% | 49 |
|
|
2022
Q2 | $4.29M | Buy |
494,188
+13,960
| +3% | +$121K | 0.31% | 58 |
|
|
2022
Q1 | $4.21M | Buy |
480,228
+22,986
| +5% | +$202K | 0.28% | 57 |
|
|
2021
Q4 | $2.79M | Buy |
457,242
+18,362
| +4% | +$112K | 0.22% | 75 |
|
|
2021
Q3 | $2.22M | Buy |
438,880
+8,870
| +2% | +$44.9K | 0.19% | 84 |
|
|
2021
Q2 | $2.21M | Buy |
430,010
+16,484
| +4% | +$84.7K | 0.2% | 80 |
|
|
2021
Q1 | $1.64M | Buy |
413,526
+11,777
| +3% | +$46.6K | 0.16% | 95 |
|
|
2020
Q4 | $1.07M | Buy |
401,749
+5,249
| +1% | +$14K | 0.13% | 115 |
|
|
2020
Q3 | $995K | Buy |
396,500
+84,681
| +27% | +$213K | 0.13% | 100 |
|
|
2020
Q2 | $711K | Buy |
311,819
+17,362
| +6% | +$39.6K | 0.1% | 143 |
|
|
2020
Q1 | $618K | Buy |
294,457
+60,406
| +26% | +$127K | 0.1% | 154 |
|
|
2019
Q4 | $594K | Buy |
234,051
+21,555
| +10% | +$54.7K | 0.08% | 199 |
|
|
2019
Q3 | $642K | Buy |
212,496
+6,572
| +3% | +$19.9K | 0.1% | 199 |
|
|
2019
Q2 | $789K | Buy |
205,924
+16,154
| +9% | +$61.9K | 0.12% | 174 |
|
|
2019
Q1 | $1.02M | Buy |
189,770
+59,104
| +45% | +$317K | 0.23% | 92 |
|
|
2018
Q4 | $627K | Buy |
130,666
+17,446
| +15% | +$83.7K | 0.18% | 121 |
|
|
2018
Q3 | $562K | Buy |
113,220
+11,254
| +11% | +$55.9K | 0.15% | 140 |
|
|
2018
Q2 | $590K | Buy |
101,966
+14,359
| +16% | +$83.1K | 0.16% | 133 |
|
|
2018
Q1 | $692K | Sell |
87,607
-1,805
| -2% | -$14.3K | 0.21% | 116 |
|
|
2017
Q4 | $737K | Buy |
89,412
+4,268
| +5% | +$35.2K | 0.23% | 100 |
|
|
2017
Q3 | $668K | Buy |
85,144
+2,998
| +4% | +$23.5K | 0.22% | 106 |
|
|
2017
Q2 | $559K | Buy |
82,146
+2,299
| +3% | +$15.6K | 0.19% | 116 |
|
|
2017
Q1 | $578K | Buy |
79,847
+9,016
| +13% | +$65.3K | 0.21% | 114 |
|
|
2016
Q4 | $469K | Buy |
70,831
+27,073
| +62% | +$179K | 0.2% | 107 |
|
|
2016
Q3 | $258K | Buy |
43,758
+10,534
| +32% | +$62.1K | 0.09% | 200 |
|
|
2016
Q2 | $242K | Buy |
33,224
+450
| +1% | +$3.28K | 0.09% | 206 |
|
|
2016
Q1 | $169K | Buy |
+32,774
| New | +$169K | 0.07% | 222 |
|