AFT Forsyth & Company’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
Q4 | – | Sell |
-14,290
| Closed | -$216K | – | 128 |
|
2024
Q3 | $216K | Buy |
14,290
+356
| +3% | +$5.38K | 0.11% | 128 |
|
2024
Q2 | $218K | Buy |
13,934
+315
| +2% | +$4.94K | 0.11% | 134 |
|
2024
Q1 | $218K | Buy |
13,619
+406
| +3% | +$6.49K | 0.12% | 133 |
|
2023
Q4 | $211K | Buy |
13,213
+346
| +3% | +$5.52K | 0.13% | 130 |
|
2023
Q3 | $222K | Buy |
12,867
+344
| +3% | +$5.93K | 0.16% | 119 |
|
2023
Q2 | $200K | Buy |
+12,523
| New | +$200K | 0.14% | 133 |
|