Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,000
| Closed | -$47.9K | – | 716 |
|
|
2023
Q2 | $47.9K | Hold |
3,000
| – | – | 0.02% | 376 |
|
|
2023
Q1 | $47.1K | Hold |
3,000
| – | – | 0.02% | 375 |
|
|
2022
Q4 | $50.6K | Buy |
+3,000
| New | +$50.6K | 0.03% | 372 |
|
|
2022
Q3 | – | Sell |
-4,000
| Closed | -$55K | – | 799 |
|
|
2022
Q2 | $55K | Hold |
4,000
| – | – | 0.03% | 378 |
|
|
2022
Q1 | $54K | Hold |
4,000
| – | – | 0.02% | 414 |
|
|
2021
Q4 | $41K | Hold |
4,000
| – | – | 0.02% | 498 |
|
|
2021
Q3 | $48K | Hold |
4,000
| – | – | 0.02% | 456 |
|
|
2021
Q2 | $43K | Hold |
4,000
| – | – | 0.01% | 537 |
|
|
2021
Q1 | $35K | Buy |
4,000
+2,000
| +100% | +$17.5K | 0.01% | 569 |
|
|
2020
Q4 | $13K | Buy |
+2,000
| New | +$13K | ﹤0.01% | 683 |
|