AE Wealth Management’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,083
| Closed | -$250K | – | 1257 |
|
|
2023
Q4 | $250K | Buy |
+15,083
| New | +$250K | ﹤0.01% | 1790 |
|
|
2023
Q2 | – | Sell |
-62,489
| Closed | -$980K | – | 1912 |
|
|
2023
Q1 | $980K | Buy |
62,489
+6,734
| +12% | +$106K | 0.01% | 1053 |
|
|
2022
Q4 | $941K | Buy |
55,755
+20,611
| +59% | +$348K | 0.01% | 1009 |
|
|
2022
Q3 | $550K | Buy |
35,144
+4,329
| +14% | +$67.7K | ﹤0.01% | 1206 |
|
|
2022
Q2 | $422K | Buy |
+30,815
| New | +$422K | ﹤0.01% | 1281 |
|