BerganKDV Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $651 | Sell |
7
-13
| -65% | -$1.21K | ﹤0.01% | 792 |
|
|
2023
Q1 | $1.76K | Buy |
20
+8
| +67% | +$703 | ﹤0.01% | 843 |
|
|
2022
Q4 | $890 | Sell |
12
-9
| -43% | -$668 | ﹤0.01% | 894 |
|
|
2022
Q3 | $2K | Buy |
21
+3
| +17% | +$286 | ﹤0.01% | 790 |
|
|
2022
Q2 | $2K | Buy |
18
+3
| +20% | +$333 | ﹤0.01% | 810 |
|
|
2022
Q1 | $2K | Buy |
15
+1
| +7% | +$133 | ﹤0.01% | 838 |
|
|
2021
Q4 | $2K | Hold |
14
| – | – | ﹤0.01% | 900 |
|
|
2021
Q3 | $2K | Buy |
14
+6
| +75% | +$857 | ﹤0.01% | 864 |
|
|
2021
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 886 |
|
|
2019
Q2 | – | Sell |
-450
| Closed | -$16K | – | 737 |
|
|
2019
Q1 | $16K | Buy |
+450
| New | +$16K | ﹤0.01% | 454 |
|