SIA

Schechter Investment 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	-100,922	Closed	-$1.61M	–	655
2024 Q1	$1.61M	Hold	100,922	–	–	0.12%	157
2023 Q4	$1.61M	Hold	100,922	–	–	0.14%	143
2023 Q3	$1.74M	Buy	+100,922	New	+$1.74M	0.17%	123