AIA
Avalon Investment & Advisory’s Black Stone Minerals BSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $758K | Hold |
48,293
| – | – | 0.02% | 224 |
|
|
2022
Q4 | $815K | Hold |
48,293
| – | – | 0.02% | 218 |
|
|
2022
Q3 | $756K | Hold |
48,293
| – | – | 0.02% | 213 |
|
|
2022
Q2 | $661K | Hold |
48,293
| – | – | 0.02% | 219 |
|
|
2022
Q1 | $650K | Hold |
48,293
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $499K | Hold |
48,293
| – | – | 0.01% | 249 |
|
|
2021
Q3 | $582K | Hold |
48,293
| – | – | 0.01% | 272 |
|
|
2021
Q2 | $519K | Hold |
48,293
| – | – | 0.01% | 276 |
|
|
2021
Q1 | $421K | Hold |
48,293
| – | – | 0.01% | 295 |
|
|
2020
Q4 | $323K | Buy |
48,293
+22,282
| +86% | +$149K | 0.01% | 310 |
|
|
2020
Q3 | $160K | Hold |
26,011
| – | – | ﹤0.01% | 318 |
|
|
2020
Q2 | $169K | Hold |
26,011
| – | – | ﹤0.01% | 297 |
|
|
2020
Q1 | $122K | Hold |
26,011
| – | – | ﹤0.01% | 297 |
|
|
2019
Q4 | $331K | Buy |
+26,011
| New | +$331K | 0.01% | 284 |
|