Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-102
| Closed | -$1.56K | – | 2747 |
|
|
2025
Q1 | $1.56K | Buy |
102
+3
| +3% | +$46 | ﹤0.01% | 1932 |
|
|
2024
Q4 | $1.45K | Buy |
99
+2
| +2% | +$29 | ﹤0.01% | 1880 |
|
|
2024
Q3 | $1.47K | Buy |
97
+2
| +2% | +$30 | ﹤0.01% | 1864 |
|
|
2024
Q2 | $1.48K | Buy |
95
+3
| +3% | +$47 | ﹤0.01% | 1849 |
|
|
2024
Q1 | $1.45K | Sell |
92
-3,245
| -97% | -$51K | ﹤0.01% | 1357 |
|
|
2023
Q4 | $53.3K | Sell |
3,337
-3,331
| -50% | -$53.2K | ﹤0.01% | 720 |
|
|
2023
Q3 | $115K | Buy |
6,668
+3,336
| +100% | +$57.5K | ﹤0.01% | 692 |
|
|
2023
Q2 | $53.1K | Buy |
3,332
+3
| +0.1% | +$48 | ﹤0.01% | 721 |
|
|
2023
Q1 | $52.2K | Buy |
3,329
+82
| +3% | +$1.29K | ﹤0.01% | 658 |
|
|
2022
Q4 | $54.8K | Hold |
3,247
| – | – | ﹤0.01% | 609 |
|
|
2022
Q3 | $51K | Buy |
+3,247
| New | +$51K | ﹤0.01% | 597 |
|