Halpern Financial’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	$174K	Hold	11,500	–	–	0.04%	55
2024 Q2	$180K	Hold	11,500	–	–	0.05%	56
2024 Q1	$191K	Hold	11,500	–	–	0.06%	51
2023 Q4	$185K	Hold	11,500	–	–	0.06%	52
2023 Q3	$198K	Hold	11,500	–	–	0.07%	51
2023 Q2	$183K	Hold	11,500	–	–	0.06%	51
2023 Q1	$180K	Hold	11,500	–	–	0.06%	49
2022 Q4	$194K	Hold	11,500	–	–	0.07%	47
2022 Q3	$180K	Hold	11,500	–	–	0.07%	48
2022 Q2	$157K	Sell	11,500 -1,000	-8%	-$13.7K	0.06%	55
2022 Q1	$168K	Hold	12,500	–	–	0.06%	64
2021 Q4	$129K	Sell	12,500 -500	-4%	-$5.17K	0.06%	54
2021 Q3	$157K	Sell	13,000 -500	-4%	-$6.03K	0.07%	46
2021 Q2	$145K	Sell	13,500 -1,500	-10%	-$16.1K	0.07%	43
2021 Q1	$131K	Sell	15,000 -1,699	-10%	-$14.8K	0.06%	41
2020 Q4	$112K	Hold	16,699	–	–	0.06%	40
2020 Q3	$103K	Hold	16,699	–	–	0.06%	39
2020 Q2	$109K	Hold	16,699	–	–	0.07%	34
2020 Q1	$78.2K	Hold	16,699	–	–	0.07%	37
2019 Q4	$212K	Buy	+16,699	New	+$212K	0.17%	30