American Trust Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,240
| Closed | -$214K | – | 104 |
|
|
2024
Q4 | $214K | Buy |
+1,240
| New | +$214K | 0.09% | 107 |
|
|
2019
Q4 | – | Sell |
-5,105
| Closed | -$249K | – | 75 |
|
|
2019
Q3 | $249K | Hold |
5,105
| – | – | 0.19% | 59 |
|
|
2019
Q2 | $227K | Buy |
+5,105
| New | +$227K | 0.18% | 68 |
|
|
2018
Q4 | – | Sell |
-6,580
| Closed | -$251K | – | 73 |
|
|
2018
Q3 | $251K | Hold |
6,580
| – | – | 0.2% | 64 |
|
|
2018
Q2 | $212K | Hold |
6,580
| – | – | 0.17% | 72 |
|
|
2018
Q1 | $210K | Buy |
+6,580
| New | +$210K | 0.17% | 77 |
|