MFW
Meristem Family Wealth’s Black Stone Minerals BSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.43M | Hold |
106,114
| – | – | 0.15% | 72 |
|
|
2021
Q4 | $1.1M | Hold |
106,114
| – | – | 0.09% | 122 |
|
|
2021
Q3 | $1.28M | Hold |
106,114
| – | – | 0.12% | 98 |
|
|
2021
Q2 | $1.14M | Hold |
106,114
| – | – | 0.18% | 70 |
|
|
2021
Q1 | $925K | Sell |
106,114
-22,805
| -18% | -$199K | 0.19% | 70 |
|
|
2020
Q4 | $861K | Buy |
128,919
+22,805
| +21% | +$152K | 0.18% | 70 |
|
|
2020
Q3 | $652K | Hold |
106,114
| – | – | 0.17% | 77 |
|
|
2020
Q2 | $690K | Hold |
106,114
| – | – | 0.19% | 73 |
|
|
2020
Q1 | $497K | Buy |
106,114
+22,805
| +27% | +$107K | 0.15% | 87 |
|
|
2019
Q4 | $1.06M | Hold |
83,309
| – | – | 0.26% | 55 |
|
|
2019
Q3 | $1.19M | Buy |
83,309
+43,826
| +111% | +$624K | 0.32% | 49 |
|
|
2019
Q2 | $612K | Buy |
39,483
+6,842
| +21% | +$106K | 0.19% | 77 |
|
|
2019
Q1 | $576K | Hold |
32,641
| – | – | 0.19% | 70 |
|
|
2018
Q4 | $505K | Hold |
32,641
| – | – | 0.18% | 70 |
|
|
2018
Q3 | $594K | Hold |
32,641
| – | – | 0.2% | 57 |
|
|
2018
Q2 | $604K | Hold |
32,641
| – | – | 0.21% | 57 |
|
|
2018
Q1 | $540K | Hold |
32,641
| – | – | 0.19% | 63 |
|
|
2017
Q4 | $586K | Hold |
32,641
| – | – | 0.21% | 59 |
|
|
2017
Q3 | $566K | Hold |
32,641
| – | – | 0.23% | 54 |
|
|
2017
Q2 | $514K | Hold |
32,641
| – | – | 0.21% | 58 |
|
|
2017
Q1 | $539K | Hold |
32,641
| – | – | 0.21% | 57 |
|
|
2016
Q4 | $613K | Hold |
32,641
| – | – | 0.25% | 57 |
|
|
2016
Q3 | $581K | Hold |
32,641
| – | – | 0.24% | 57 |
|
|
2016
Q2 | $506K | Buy |
32,641
+2,500
| +8% | +$38.8K | 0.22% | 58 |
|
|
2016
Q1 | $422K | Hold |
30,141
| – | – | 0.19% | 71 |
|
|
2015
Q4 | $435K | Hold |
30,141
| – | – | 0.17% | 69 |
|
|
2015
Q3 | $416K | Buy |
+30,141
| New | +$416K | 0.22% | 46 |
|