Spire 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 |
-80
| Closed | -$1.26K | – | 2176 |
|
|
2024
Q2 | $1.26K | Sell |
80
-224
| -74% | -$3.52K | ﹤0.01% | 2085 |
|
|
2024
Q1 | $4.86K | Buy |
304
+2
| +0.7% | +$32 | ﹤0.01% | 1932 |
|
|
2023
Q4 | $4.9K | Buy |
302
+2
| +0.7% | +$32 | ﹤0.01% | 1961 |
|
|
2023
Q3 | $5.17K | Buy |
300
+2
| +0.7% | +$34 | ﹤0.01% | 1936 |
|
|
2023
Q2 | $4.75K | Buy |
298
+72
| +32% | +$1.15K | ﹤0.01% | 2016 |
|
|
2023
Q1 | $3.55K | Buy |
+226
| New | +$3.55K | ﹤0.01% | 2116 |
|
|
2022
Q4 | – | Sell |
-14,164
| Closed | -$222K | – | 2316 |
|
|
2022
Q3 | $222K | Sell |
14,164
-2,108
| -13% | -$33K | 0.01% | 503 |
|
|
2022
Q2 | $223K | Buy |
16,272
+15,772
| +3,154% | +$216K | 0.01% | 724 |
|
|
2022
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 2141 |
|
|
2021
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 2546 |
|
|
2021
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 2226 |
|
|
2021
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 2299 |
|
|
2021
Q1 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 2674 |
|