Western Wealth Management’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
2021
Q2
$307K Buy
54,650
+300
+0.6% +$1.69K 0.03% 484
2021
Q1
$216K Sell
54,350
-1,100
-2% -$4.37K 0.03% 485
2020
Q4
$185K Sell
55,450
-6,000
-10% -$20K 0.03% 455
2020
Q3
$152K Sell
61,450
-1,000
-2% -$2.47K 0.02% 425
2020
Q2
$212K Buy
62,450
+100
+0.2% +$339 0.04% 382
2020
Q1
$178K Buy
+62,350
New +$178K 0.04% 352
2019
Q4
Sell
-60,350
Closed -$313K 414
2019
Q3
$313K Buy
+60,350
New +$313K 0.07% 281