BerganKDV Wealth Management’s Blackstone BX Stock Holding History

BerganKDV Wealth Management’s Portfolio BX Stock Details BX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$651	Sell
2023 Q1	$1.76K	Buy
2022 Q4	$890	Sell
2022 Q3	$2K	Buy
2022 Q2	$2K	Buy
2022 Q1	$2K	Buy
2021 Q4	$2K	Hold
2021 Q3	$2K	Buy
2021 Q2	$1K	Buy
2019 Q2	–	Sell
2019 Q1	$16K	Buy