D.A. Davidson & Co’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 |
-14,100
| Closed | -$225K | – | 1382 |
|
|
2023
Q4 | $225K | Sell |
14,100
-29,100
| -67% | -$464K | ﹤0.01% | 1210 |
|
|
2023
Q3 | $744K | Sell |
43,200
-21,700
| -33% | -$374K | 0.01% | 774 |
|
|
2023
Q2 | $1.04M | Buy |
64,900
+2,486
| +4% | +$39.7K | 0.01% | 679 |
|
|
2023
Q1 | $979K | Buy |
62,414
+11,214
| +22% | +$176K | 0.01% | 682 |
|
|
2022
Q4 | $864K | Buy |
51,200
+9,100
| +22% | +$154K | 0.01% | 667 |
|
|
2022
Q3 | $659K | Buy |
+42,100
| New | +$659K | 0.01% | 725 |
|