WFG Advisors’s Cross Timbers Royalty Trust CRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11K | Hold |
724
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q1 | $11K | Hold |
724
| – | – | ﹤0.01% | 1036 |
|
|
2016
Q4 | $13K | Buy |
+724
| New | +$13K | ﹤0.01% | 1036 |
|
|
2016
Q3 | – | Sell |
-724
| Closed | -$13K | – | 1585 |
|
|
2016
Q2 | $13K | Buy |
+724
| New | +$13K | ﹤0.01% | 1009 |
|
|
2015
Q1 | – | Sell |
-506
| Closed | -$9K | – | 1796 |
|
|
2014
Q4 | $9K | Hold |
506
| – | – | ﹤0.01% | 1481 |
|
|
2014
Q3 | $16K | Hold |
506
| – | – | ﹤0.01% | 1338 |
|
|
2014
Q2 | $17K | Hold |
506
| – | – | ﹤0.01% | 1317 |
|
|
2014
Q1 | $16K | Sell |
506
-385
| -43% | -$12.2K | ﹤0.01% | 1319 |
|
|
2013
Q4 | $26K | Hold |
891
| – | – | ﹤0.01% | 1234 |
|
|
2013
Q3 | $26K | Sell |
891
-551
| -38% | -$16.1K | ﹤0.01% | 1158 |
|
|
2013
Q2 | $39K | Buy |
+1,442
| New | +$39K | 0.01% | 980 |
|