Apriem Advisors’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 |
-1,682
| Closed | -$214K | – | 144 |
|
|
2022
Q1 | $214K | Buy |
+1,682
| New | +$214K | 0.03% | 135 |
|
|
2018
Q3 | – | Sell |
-366
| Closed | -$12K | – | 177 |
|
|
2018
Q2 | $12K | Buy |
+366
| New | +$12K | ﹤0.01% | 400 |
|
|
2014
Q2 | – | Sell |
-204
| Closed | -$7K | – | 484 |
|
|
2014
Q1 | $7K | Hold |
204
| – | – | ﹤0.01% | 380 |
|
|
2013
Q4 | $6K | Hold |
204
| – | – | ﹤0.01% | 398 |
|
|
2013
Q3 | $5K | Hold |
204
| – | – | ﹤0.01% | 404 |
|
|
2013
Q2 | $4K | Buy |
+204
| New | +$4K | ﹤0.01% | 391 |
|