Welch & Forbes’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-16,531
| Closed | -$177K | – | 338 |
|
|
2015
Q2 | $177K | Sell |
16,531
-4,701
| -22% | -$50.3K | 0.01% | 327 |
|
|
2015
Q1 | $255K | Sell |
21,232
-3,865
| -15% | -$46.4K | 0.01% | 302 |
|
|
2014
Q4 | $358K | Buy |
25,097
+1
| +0% | +$14 | 0.01% | 286 |
|
|
2014
Q3 | $477K | Hold |
25,096
| – | – | 0.01% | 268 |
|
|
2014
Q2 | $484K | Sell |
25,096
-391
| -2% | -$7.54K | 0.02% | 251 |
|
|
2014
Q1 | $450K | Buy |
25,487
+57
| +0.2% | +$1.01K | 0.01% | 265 |
|
|
2013
Q4 | $426K | Buy |
25,430
+930
| +4% | +$15.6K | 0.01% | 258 |
|
|
2013
Q3 | $392K | Sell |
24,500
-400
| -2% | -$6.4K | 0.01% | 276 |
|
|
2013
Q2 | $400K | Buy |
+24,900
| New | +$400K | 0.01% | 252 |
|