9WM
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9258 Wealth Management’s Blackstone BX Stock Holding History

9258 Wealth Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$334K Buy
2,180
+200
+10% +$30.6K 0.05% 260
2024
Q2 		$245K Buy
1,980
+63
+3% +$7.8K 0.04% 294
2024
Q1 		$252K Buy
+1,917
New +$252K 0.04% 286