FSA
Fort Sheridan Advisors’s Black Stone Minerals BSM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $478K | Sell |
36,540
-19,131
| -34% | -$250K | 0.07% | 160 |
|
2025
Q1 | $850K | Sell |
55,671
-1,800
| -3% | -$27.5K | 0.13% | 112 |
|
2024
Q4 | $839K | Hold |
57,471
| – | – | 0.12% | 116 |
|
2024
Q3 | $868K | Hold |
57,471
| – | – | 0.13% | 112 |
|
2024
Q2 | $901K | Buy |
57,471
+24,140
| +72% | +$378K | 0.15% | 97 |
|
2024
Q1 | $533K | Buy |
33,331
+16,195
| +95% | +$259K | 0.1% | 125 |
|
2023
Q4 | $273K | Buy |
+17,136
| New | +$273K | 0.05% | 159 |
|