Arete Wealth Advisors’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
Q3 | – | Sell |
-10,400
| Closed | -$163K | – | 726 |
|
|
2024
Q2 | $163K | Buy |
+10,400
| New | +$163K | 0.01% | 676 |
|
|
2024
Q1 | – | Sell |
-10,650
| Closed | -$170K | – | 425 |
|
|
2023
Q4 | $170K | Sell |
10,650
-800
| -7% | -$12.8K | 0.01% | 688 |
|
|
2023
Q3 | $197K | Buy |
11,450
+300
| +3% | +$5.17K | 0.03% | 437 |
|
|
2023
Q2 | $178K | Buy |
+11,150
| New | +$178K | 0.02% | 606 |
|