Balasa Dinverno & Foltz’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$404K Hold
2022
Q2
$441K Buy
2022
Q1
$599K Hold
2021
Q4
$611K Hold
2021
Q3
$549K Hold
2021
Q2
$459K Buy
2020
Q2
Sell
2020
Q1
$215K Hold
2019
Q4
$264K Hold
2019
Q3
$231K Buy