Advocacy Wealth Management Services’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-42	Closed	-$5K	–	142
2022 Q1	$5K	Buy	+42	New	+$5K	﹤0.01%	116
2020 Q1	–	Sell	-700	Closed	-$39K	–	118
2019 Q4	$39K	Hold	700	–	–	0.01%	57
2019 Q3	$34K	Hold	700	–	–	0.02%	57
2019 Q2	$31K	Hold	700	–	–	0.02%	58
2019 Q1	$25K	Sell	700 -300	-30%	-$10.7K	0.03%	71
2018 Q4	$30K	Hold	1,000	–	–	0.02%	55
2018 Q3	$38K	Hold	1,000	–	–	0.02%	50
2018 Q2	$32K	Hold	1,000	–	–	0.02%	57
2018 Q1	$32K	Hold	1,000	–	–	0.02%	59
2017 Q4	$32K	Hold	1,000	–	–	0.02%	72
2017 Q3	$33K	Hold	1,000	–	–	0.01%	89
2017 Q2	$33K	Sell	1,000 -175	-15%	-$5.78K	0.01%	98
2017 Q1	$35K	Sell	1,175 -300	-20%	-$8.94K	0.01%	97
2016 Q4	$40K	Hold	1,475	–	–	0.01%	86
2016 Q3	$38K	Sell	1,475 -18,081	-92%	-$466K	0.01%	136
2016 Q2	$480K	Sell	19,556 -3,431	-15%	-$84.2K	0.24%	37
2016 Q1	$645K	Sell	22,987 -10,664	-32%	-$299K	0.45%	36
2015 Q4	$988K	Buy	+33,651	New	+$988K	1.12%	21