Sea Crest Wealth Management, LLC Permian Basin Royalty Trust Transaction History

Sea Crest Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 14, 2023	BUY	$22.58 - $27.26 $29,376 - $35,465	1,301 Added 9.56%	14,908 $371,000
Q1 2023 May 11, 2023	BUY	$20.21 - $25.6 $2,970 - $3,763	147 Added 1.09%	13,607 $332,000
Q4 2022 Feb 14, 2023	BUY	$17.34 - $25.2 $233,396 - $339,192	13,460 New	13,460 $339,000
Q3 2019 Oct 15, 2019	SELL	$4.76 - $6.0 $75,584 - $95,274	-15,879 Closed	0 $0
Q2 2019 Jul 19, 2019	SELL	$5.57 - $7.65 $450,613 - $618,885	-80,900 Reduced 83.59%	15,879 $96,000
Q1 2019 May 10, 2019	BUY	$6.19 - $8.5 $88,950 - $122,145	14,370 Added 17.44%	96,779 $728,000
Q4 2018 Feb 13, 2019	SELL	$5.54 - $8.1 $338,405 - $494,780	-61,084 Reduced 42.57%	82,409 $485,000
Q3 2018 Nov 14, 2018	BUY	$7.96 - $9.43 $7,960 - $9,430	1,000 Added 0.7%	143,493 $1.15 Million
Q2 2018 Aug 03, 2018	BUY	$9.03 - $10.24 $21,455 - $24,330	2,376 Added 1.7%	142,493 $1.33 Million
Q1 2018 Apr 20, 2018	BUY	$8.71 - $9.68 $12,542 - $13,939	1,440 Added 1.04%	140,117 $1.35 Million
Q4 2017 Feb 02, 2018	BUY	$8.65 - $9.8 $1.2 Million - $1.36 Million	138,677	138,677 $1.23 Million

103

13.8M

124K

195K

Ticker PBT
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 46,608,800
Market Cap $513M
Description
Permian Basin Royalty Trust, an express trust, holds overriding royalty interests in various oil and gas properties in the United States. The company owns a 75% net overriding royalty interest in the Waddell Ranch properties comprising Dune, Judkins, McKnight, Tubb, Devonian, and Waddell fields located in Crane County, Texas. As of December 31, ...

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