JFS Wealth Advisors’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
32,747
| – | – | 0.03% | 221 |
|
|
2025
Q1 | $500K | Hold |
32,747
| – | – | 0.03% | 201 |
|
|
2024
Q4 | $478K | Hold |
32,747
| – | – | 0.03% | 200 |
|
|
2024
Q3 | $494K | Buy |
+32,747
| New | +$494K | 0.03% | 197 |
|
|
2020
Q2 | – | Sell |
-1,400
| Closed | -$7K | – | 532 |
|
|
2020
Q1 | $7K | Hold |
1,400
| – | – | ﹤0.01% | 365 |
|
|
2019
Q4 | $18K | Hold |
1,400
| – | – | ﹤0.01% | 316 |
|
|
2019
Q3 | $20K | Hold |
1,400
| – | – | 0.01% | 298 |
|
|
2019
Q2 | $22K | Hold |
1,400
| – | – | 0.01% | 292 |
|
|
2019
Q1 | $25K | Hold |
1,400
| – | – | 0.01% | 275 |
|
|
2018
Q4 | $22K | Hold |
1,400
| – | – | 0.01% | 280 |
|
|
2018
Q3 | $25K | Hold |
1,400
| – | – | 0.01% | 299 |
|
|
2018
Q2 | $26K | Hold |
1,400
| – | – | 0.01% | 288 |
|
|
2018
Q1 | $23K | Hold |
1,400
| – | – | 0.01% | 303 |
|
|
2017
Q4 | $25K | Hold |
1,400
| – | – | 0.01% | 304 |
|
|
2017
Q3 | $24K | Buy |
+1,400
| New | +$24K | 0.01% | 298 |
|