SWA
SFMG Wealth Advisors’s Black Stone Minerals BSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,205
| Closed | -$195K | – | 258 |
|
|
2023
Q2 | $195K | Sell |
12,205
-10,417
| -46% | -$166K | 0.02% | 232 |
|
|
2023
Q1 | $355K | Buy |
22,622
+1,001
| +5% | +$15.7K | 0.04% | 163 |
|
|
2022
Q4 | $365K | Hold |
21,621
| – | – | 0.04% | 163 |
|
|
2022
Q3 | $370K | Hold |
21,621
| – | – | 0.04% | 148 |
|
|
2022
Q2 | $296K | Buy |
21,621
+5,000
| +30% | +$68.5K | 0.03% | 181 |
|
|
2022
Q1 | $224K | Hold |
16,621
| – | – | 0.02% | 249 |
|
|
2021
Q4 | $172K | Hold |
16,621
| – | – | 0.02% | 275 |
|
|
2021
Q3 | $200K | Hold |
16,621
| – | – | 0.02% | 244 |
|
|
2021
Q2 | $179K | Hold |
16,621
| – | – | 0.02% | 250 |
|
|
2021
Q1 | $145K | Hold |
16,621
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $111K | Hold |
16,621
| – | – | 0.01% | 222 |
|
|
2020
Q3 | $102K | Buy |
16,621
+4,703
| +39% | +$28.9K | 0.01% | 176 |
|
|
2020
Q2 | $77K | Hold |
11,918
| – | – | 0.01% | 160 |
|
|
2020
Q1 | $56K | Hold |
11,918
| – | – | 0.01% | 139 |
|
|
2019
Q4 | $152K | Hold |
11,918
| – | – | 0.02% | 162 |
|
|
2019
Q3 | $170K | Hold |
11,918
| – | – | 0.02% | 147 |
|
|
2019
Q2 | $178K | Hold |
11,918
| – | – | 0.02% | 148 |
|
|
2019
Q1 | $210K | Hold |
11,918
| – | – | 0.03% | 135 |
|
|
2018
Q4 | $184K | Hold |
11,918
| – | – | 0.03% | 130 |
|
|
2018
Q3 | $201K | Hold |
11,918
| – | – | 0.03% | 135 |
|
|
2018
Q2 | $220K | Hold |
11,918
| – | – | 0.04% | 136 |
|
|
2018
Q1 | $197K | Buy |
11,918
+1,501
| +14% | +$24.8K | 0.03% | 142 |
|
|
2017
Q4 | $187K | Buy |
+10,417
| New | +$187K | 0.03% | 139 |
|