PIWA
Prevail Innovative Wealth Advisors’s Black Stone Minerals BSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-292,934
| Closed | -$4.42M | – | 168 |
|
|
2024
Q3 | $4.42M | Buy |
292,934
+91,598
| +45% | +$1.38M | 1.35% | 19 |
|
|
2024
Q2 | $3.15M | Buy |
201,336
+41,136
| +26% | +$645K | 1.12% | 22 |
|
|
2024
Q1 | $2.56M | Buy |
+160,200
| New | +$2.56M | 0.95% | 28 |
|
|
2023
Q3 | – | Sell |
-20,386
| Closed | -$325K | – | 126 |
|
|
2023
Q2 | $325K | Buy |
+20,386
| New | +$325K | 0.18% | 77 |
|