Baystate Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $306K | Buy |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $261K | Buy |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $199K | Buy |
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|
2021
Q1 | $124K | Buy |
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|
2020
Q4 | $75K | Sell |
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|
2020
Q3 | $61K | Buy |
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|
2020
Q2 | $66K | Sell |
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|
2020
Q1 | $53K | Buy |
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|
2019
Q4 | $65K | Buy |
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|
2019
Q3 | $56K | Buy |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $21K | Buy |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $18K | Buy |
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|
2018
Q2 | $18K | Buy |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $17K | Hold |
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|
2017
Q2 | $17K | Hold |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $15K | Buy |
|