Balboa Wealth Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
2,136
+11
| +0.5% | +$1.65K | 0.06% | 237 |
|
|
2025
Q1 | $297K | Sell |
2,125
-2,083
| -50% | -$291K | 0.07% | 198 |
|
|
2024
Q4 | $726K | Buy |
4,208
+706
| +20% | +$122K | 0.17% | 103 |
|
|
2024
Q3 | $536K | Sell |
3,502
-255
| -7% | -$39K | 0.13% | 137 |
|
|
2024
Q2 | $465K | Buy |
3,757
+1,133
| +43% | +$140K | 0.12% | 138 |
|
|
2024
Q1 | $345K | Buy |
+2,624
| New | +$345K | 0.1% | 150 |
|