UIA
Ulland Investment Advisors’s Black Stone Minerals BSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,700
| Closed | -$222K | – | 210 |
|
|
2024
Q3 | $222K | Hold |
14,700
| – | – | 0.16% | 58 |
|
|
2024
Q2 | $230K | Hold |
14,700
| – | – | 0.16% | 55 |
|
|
2024
Q1 | $235K | Hold |
14,700
| – | – | 0.19% | 54 |
|
|
2023
Q4 | $235K | Buy |
14,700
+3,700
| +34% | +$59.2K | 0.24% | 49 |
|
|
2023
Q3 | $190K | Buy |
11,000
+2,500
| +29% | +$43.2K | 0.21% | 56 |
|
|
2023
Q2 | $136K | Buy |
+8,500
| New | +$136K | 0.14% | 60 |
|