WESPAC Advisors SoCal’s Permian Basin Royalty Trust PBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,200
| Closed | -$10K | – | 274 |
|
|
2017
Q3 | $10K | Hold |
1,200
| – | – | 0.01% | 201 |
|
|
2017
Q2 | $10K | Hold |
1,200
| – | – | 0.01% | 188 |
|
|
2017
Q1 | $11.2K | Hold |
1,200
| – | – | 0.01% | 182 |
|
|
2016
Q4 | $9.25K | Hold |
1,200
| – | – | 0.01% | 194 |
|
|
2016
Q3 | $8.36K | Hold |
1,200
| – | – | 0.01% | 206 |
|
|
2016
Q2 | $8.8K | Buy |
+1,200
| New | +$8.8K | 0.01% | 216 |
|