SVB Wealth’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,658
| Closed | -$25.3K | – | 689 |
|
|
2025
Q1 | $25.3K | Buy |
+1,658
| New | +$25.3K | ﹤0.01% | 709 |
|
|
2023
Q4 | – | Sell |
-10,370
| Closed | -$179K | – | 889 |
|
|
2023
Q3 | $179K | Sell |
10,370
-1,035
| -9% | -$17.8K | ﹤0.01% | 762 |
|
|
2023
Q2 | $182K | Sell |
11,405
-1,371
| -11% | -$21.9K | ﹤0.01% | 831 |
|
|
2023
Q1 | $200K | Sell |
12,776
-441
| -3% | -$6.92K | ﹤0.01% | 886 |
|
|
2022
Q4 | $223K | Buy |
+13,217
| New | +$223K | ﹤0.01% | 871 |
|
|
2021
Q4 | – | Sell |
-34,135
| Closed | -$412K | – | 834 |
|
|
2021
Q3 | $412K | Buy |
34,135
+3,015
| +10% | +$36.4K | 0.01% | 667 |
|
|
2021
Q2 | $334K | Buy |
31,120
+5,367
| +21% | +$57.6K | ﹤0.01% | 715 |
|
|
2021
Q1 | $225K | Buy |
+25,753
| New | +$225K | ﹤0.01% | 793 |
|