Amplius Wealth Advisors’s Blackstone Mortgage Trust BXMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$255K	Buy	13,326 +321	+2%	+$6.19K	0.02%	153
2025 Q4	$249K	Buy	13,005 +324	+3%	+$6.14K	0.02%	153
2025 Q3	$233K	Buy	12,681 +292	+2%	+$5.63K	0.02%	160
2025 Q2	$238K	Hold	12,389	–	–	0.02%	183
2025 Q1	$248K	Hold	12,389	–	–	0.03%	157
2024 Q4	$216K	Hold	12,389	–	–	0.02%	165
2024 Q3	$236K	Hold	12,389	–	–	0.03%	154
2024 Q2	$216K	Hold	12,389	–	–	0.02%	158
2024 Q1	$247K	Hold	12,389	–	–	0.03%	151
2023 Q4	$264K	Hold	12,389	–	–	0.03%	135
2023 Q3	$269K	Buy	12,389 +336	+3%	+$7.45K	0.04%	129
2023 Q2	$251K	Sell	12,053 -1,000	-8%	-$18.4K	0.03%	137
2023 Q1	$233K	Buy	13,053 +1,000	+8%	+$21.3K	0.03%	144
2022 Q4	$255K	Hold	12,053	–	–	0.04%	131
2022 Q3	$281K	Hold	12,053	–	–	0.05%	122
2022 Q2	$333K	Hold	12,053	–	–	0.05%	124
2022 Q1	$383K	Hold	12,053	–	–	0.06%	117
2021 Q4	$369K	Buy	+12,053	New	+$383K	0.05%	133