Perigon Wealth Management’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-38,312
| Closed | -$600K | – | 990 |
|
|
2024
Q2 | $600K | Buy |
38,312
+5
| +0% | +$78 | 0.02% | 488 |
|
|
2024
Q1 | $612K | Buy |
38,307
+100
| +0.3% | +$1.6K | 0.02% | 487 |
|
|
2023
Q4 | $610K | Buy |
38,207
+2,200
| +6% | +$35.1K | 0.02% | 449 |
|
|
2023
Q3 | $620K | Buy |
36,007
+9,607
| +36% | +$166K | 0.03% | 397 |
|
|
2023
Q2 | $421K | Buy |
26,400
+8,650
| +49% | +$138K | 0.02% | 506 |
|
|
2023
Q1 | $278K | Buy |
+17,750
| New | +$278K | 0.02% | 560 |
|