Halpern Financial’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $180K | Hold |
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|
2024
Q1 | $191K | Hold |
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|
2023
Q4 | $185K | Hold |
|
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|
2023
Q3 | $198K | Hold |
|
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|
2023
Q2 | $183K | Hold |
|
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|
2023
Q1 | $180K | Hold |
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|
2022
Q4 | $194K | Hold |
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|
2022
Q3 | $180K | Hold |
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|
2022
Q2 | $157K | Sell |
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|
2022
Q1 | $168K | Hold |
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|
2021
Q4 | $129K | Sell |
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|
2021
Q3 | $157K | Sell |
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|
2021
Q2 | $145K | Sell |
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|
2021
Q1 | $131K | Sell |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $103K | Hold |
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|
2020
Q2 | $109K | Hold |
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|
2020
Q1 | $78.2K | Hold |
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|
2019
Q4 | $212K | Buy |
|