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 |
|