BDO Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $550K | Sell |
5,911
-276
| -4% | -$25.7K | 0.06% | 168 |
|
|
2023
Q1 | $543K | Buy |
6,187
+391
| +7% | +$34.3K | 0.07% | 164 |
|
|
2022
Q4 | $430K | Buy |
5,796
+58
| +1% | +$4.3K | 0.05% | 186 |
|
|
2022
Q3 | $480K | Buy |
5,738
+71
| +1% | +$5.94K | 0.06% | 170 |
|
|
2022
Q2 | $517K | Sell |
5,667
-577
| -9% | -$52.6K | 0.06% | 167 |
|
|
2022
Q1 | $793K | Buy |
6,244
+606
| +11% | +$77K | 0.08% | 145 |
|
|
2021
Q4 | $729K | Buy |
5,638
+142
| +3% | +$18.4K | 0.08% | 154 |
|
|
2021
Q3 | $639K | Buy |
5,496
+33
| +0.6% | +$3.84K | 0.07% | 163 |
|
|
2021
Q2 | $531K | Buy |
5,463
+50
| +0.9% | +$4.86K | 0.06% | 178 |
|
|
2021
Q1 | $403K | Buy |
5,413
+73
| +1% | +$5.44K | 0.05% | 203 |
|
|
2020
Q4 | $346K | Sell |
5,340
-285
| -5% | -$18.5K | 0.05% | 178 |
|
|
2020
Q3 | $294K | Buy |
5,625
+373
| +7% | +$19.5K | 0.05% | 180 |
|
|
2020
Q2 | $298K | Buy |
5,252
+39
| +0.7% | +$2.21K | 0.05% | 178 |
|
|
2020
Q1 | $238K | Buy |
+5,213
| New | +$238K | 0.05% | 187 |
|
|
2019
Q4 | – | Sell |
-5,115
| Closed | -$250K | – | 587 |
|
|
2019
Q3 | $250K | Buy |
+5,115
| New | +$250K | 0.06% | 171 |
|
|
2019
Q2 | – | Sell |
-5,017
| Closed | -$175K | – | 617 |
|
|
2019
Q1 | $175K | Sell |
5,017
-1,305
| -21% | -$45.5K | 0.05% | 181 |
|
|
2018
Q4 | $188K | Sell |
6,322
-295
| -4% | -$8.77K | 0.06% | 154 |
|
|
2018
Q3 | $252K | Sell |
6,617
-71
| -1% | -$2.7K | 0.08% | 134 |
|
|
2018
Q2 | $215K | Buy |
6,688
+1,883
| +39% | +$60.5K | 0.07% | 153 |
|
|
2018
Q1 | $154K | Buy |
+4,805
| New | +$154K | 0.06% | 144 |
|