Icon Wealth Partners’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $317K | Buy |
18,409
+1,542
| +9% | +$26.6K | 0.04% | 230 |
|
|
2023
Q2 | $269K | Hold |
16,867
| – | – | 0.03% | 271 |
|
|
2023
Q1 | $265K | Buy |
+16,867
| New | +$265K | 0.03% | 271 |
|
|
2022
Q2 | $231K | Hold |
16,867
| – | – | 0.03% | 275 |
|
|
2022
Q1 | $227K | Hold |
16,867
| – | – | 0.02% | 301 |
|
|
2021
Q4 | $174K | Hold |
16,867
| – | – | 0.02% | 319 |
|
|
2021
Q3 | $203K | Hold |
16,867
| – | – | 0.02% | 328 |
|
|
2021
Q2 | $181K | Hold |
16,867
| – | – | 0.02% | 345 |
|
|
2021
Q1 | $147K | Hold |
16,867
| – | – | 0.02% | 329 |
|
|
2020
Q4 | $113K | Hold |
16,867
| – | – | 0.02% | 273 |
|
|
2020
Q3 | $104K | Buy |
+16,867
| New | +$104K | 0.02% | 248 |
|