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Avondale Wealth Management → PBT
Avondale Wealth Management PBT Position History
Permian Basin Royalty Trust • Energy
Quarters held
5
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $265K |
| Q4 2025 | $777K |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 41.6K | — | — |
| Q2 2026 | $1.2M | 46.3K | — | — |
| Q1 2026 | $1.1M | 49.3K | — | — |
| Q4 2025 | $777K | 45.8K | — | — |
| Q3 2025 | $265K | 14.5K | — | — |