B. Riley Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $210K | Buy |
17,232
+10,958
| +175% | +$133K | 0.25% | 31 |
|
|
2022
Q1 | $796K | Sell |
6,274
-5,366
| -46% | -$681K | 0.06% | 244 |
|
|
2021
Q4 | $1.51M | Buy |
11,640
+639
| +6% | +$82.7K | 0.1% | 182 |
|
|
2021
Q3 | $1.28M | Buy |
11,001
+369
| +3% | +$42.9K | 0.1% | 194 |
|
|
2021
Q2 | $1.03M | Buy |
10,632
+2,181
| +26% | +$212K | 0.11% | 158 |
|
|
2021
Q1 | $630K | Buy |
8,451
+1,001
| +13% | +$74.6K | 0.07% | 198 |
|
|
2020
Q4 | $483K | Sell |
7,450
-16,613
| -69% | -$1.08M | 0.06% | 208 |
|
|
2020
Q3 | $1.26M | Buy |
24,063
+8,366
| +53% | +$437K | 0.15% | 125 |
|
|
2020
Q2 | $889K | Sell |
15,697
-5,734
| -27% | -$325K | 0.1% | 172 |
|
|
2020
Q1 | $976K | Buy |
21,431
+15,772
| +279% | +$718K | 0.1% | 179 |
|
|
2019
Q4 | $316K | Buy |
5,659
+2,659
| +89% | +$148K | 0.05% | 284 |
|
|
2019
Q3 | $147K | Sell |
3,000
-5,906
| -66% | -$289K | 0.03% | 359 |
|
|
2019
Q2 | $396 | Sell |
8,906
-6,722
| -43% | -$299 | 0.06% | 240 |
|
|
2019
Q1 | $547K | Buy |
15,628
+1,840
| +13% | +$64.4K | 0.09% | 199 |
|
|
2018
Q4 | $411K | Buy |
13,788
+4,487
| +48% | +$134K | 0.09% | 201 |
|
|
2018
Q3 | $354K | Buy |
+9,301
| New | +$354K | 0.09% | 195 |
|
|
2015
Q3 | – | Sell |
-2,099
| Closed | -$84K | – | 220 |
|
|
2015
Q2 | $84K | Sell |
2,099
-204
| -9% | -$8.16K | 0.07% | 307 |
|
|
2015
Q1 | $87K | Buy |
2,303
+611
| +36% | +$23.1K | 0.07% | 315 |
|
|
2014
Q4 | $56K | Buy |
1,692
+321
| +23% | +$10.6K | 0.05% | 374 |
|
|
2014
Q3 | $42K | Hold |
1,371
| – | – | 0.03% | 449 |
|
|
2014
Q2 | $44K | Sell |
1,371
-407
| -23% | -$13.1K | 0.03% | 484 |
|
|
2014
Q1 | $58K | Buy |
+1,778
| New | +$58K | 0.04% | 416 |
|