Tolleson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,479
| Closed | -$137K | – | 75 |
|
|
2020
Q4 | $137K | Hold |
20,479
| – | – | 0.05% | 67 |
|
|
2020
Q3 | $126K | Hold |
20,479
| – | – | 0.05% | 63 |
|
|
2020
Q2 | $133K | Hold |
20,479
| – | – | 0.06% | 67 |
|
|
2020
Q1 | $96K | Hold |
20,479
| – | – | 0.04% | 60 |
|
|
2019
Q4 | $260K | Hold |
20,479
| – | – | 0.13% | 60 |
|
|
2019
Q3 | $292K | Hold |
20,479
| – | – | 0.16% | 47 |
|
|
2019
Q2 | $317K | Hold |
20,479
| – | – | 0.22% | 36 |
|
|
2019
Q1 | $361K | Hold |
20,479
| – | – | 0.25% | 33 |
|
|
2018
Q4 | $317K | Buy |
+20,479
| New | +$317K | 0.19% | 38 |
|