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Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BSM.NYSE | Black Stone Minerals LP | USA | Energy | Oil & Gas E&P | 2024-09-30 | 0 | 0.037 | 582.00 | $3.2k | $8.8k |
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Trades
Adds
Report date: 2024-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| BSM.NYSE | 179.00 | 17.3 | 2.8k | 15-17 | $15.24 | 1.3% |
Reduces
Report date: 2024-11-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| BSM.NYSE | -631.00 | -52.0 | -9.4k | 14-16 | $15.24 | 9.2% |
Comments
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