WFG Advisors’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
Q1 | – | Sell |
-508
| Closed | -$7K | – | 2029 |
|
|
2014
Q4 | $7K | Sell |
508
-149
| -23% | -$2.05K | ﹤0.01% | 1560 |
|
|
2014
Q3 | $12K | Hold |
657
| – | – | ﹤0.01% | 1430 |
|
|
2014
Q2 | $13K | Buy |
657
+149
| +29% | +$2.95K | ﹤0.01% | 1403 |
|
|
2014
Q1 | $9K | Hold |
508
| – | – | ﹤0.01% | 1482 |
|
|
2013
Q4 | $9K | Sell |
508
-61
| -11% | -$1.08K | ﹤0.01% | 1614 |
|
|
2013
Q3 | $9K | Sell |
569
-851
| -60% | -$13.5K | ﹤0.01% | 1567 |
|
|
2013
Q2 | $23K | Buy |
+1,420
| New | +$23K | ﹤0.01% | 1170 |
|