Loring Wolcott & Coolidge Fiduciary Advisors’s Black Stone Minerals BSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,000
| Closed | -$234K | – | 556 |
|
|
2024
Q1 | $234K | Hold |
15,000
| – | – | ﹤0.01% | 257 |
|
|
2023
Q4 | $246K | Hold |
15,000
| – | – | ﹤0.01% | 261 |
|
|
2023
Q3 | $275K | Hold |
15,000
| – | – | ﹤0.01% | 250 |
|
|
2023
Q2 | $239K | Hold |
15,000
| – | – | ﹤0.01% | 280 |
|
|
2023
Q1 | $235K | Hold |
15,000
| – | – | ﹤0.01% | 260 |
|
|
2022
Q4 | $253K | Hold |
15,000
| – | – | ﹤0.01% | 257 |
|
|
2022
Q3 | $235K | Hold |
15,000
| – | – | ﹤0.01% | 268 |
|
|
2022
Q2 | $205K | Hold |
15,000
| – | – | ﹤0.01% | 287 |
|
|
2022
Q1 | $202K | Hold |
15,000
| – | – | ﹤0.01% | 304 |
|
|
2021
Q4 | $155K | Hold |
15,000
| – | – | ﹤0.01% | 344 |
|
|
2021
Q3 | $181K | Hold |
15,000
| – | – | ﹤0.01% | 322 |
|
|
2021
Q2 | $161K | Hold |
15,000
| – | – | ﹤0.01% | 343 |
|
|
2021
Q1 | $131K | Hold |
15,000
| – | – | ﹤0.01% | 295 |
|
|
2020
Q4 | $100K | Hold |
15,000
| – | – | ﹤0.01% | 351 |
|
|
2020
Q3 | $92K | Hold |
15,000
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $98K | Hold |
15,000
| – | – | ﹤0.01% | 310 |
|
|
2020
Q1 | $70K | Hold |
15,000
| – | – | ﹤0.01% | 335 |
|
|
2019
Q4 | $191K | Hold |
15,000
| – | – | ﹤0.01% | 274 |
|
|
2019
Q3 | $214K | Buy |
15,000
+11,000
| +275% | +$157K | ﹤0.01% | 258 |
|
|
2019
Q2 | $62K | Hold |
4,000
| – | – | ﹤0.01% | 383 |
|
|
2019
Q1 | $71K | Buy |
+4,000
| New | +$71K | ﹤0.01% | 365 |
|