Berman Capital Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.66M | Buy |
14,247
+1,019
| +8% | +$118K | 0.26% | 48 |
|
|
2021
Q2 | $1.28M | Sell |
13,228
-2,581
| -16% | -$251K | 0.2% | 60 |
|
|
2021
Q1 | $1.18M | Sell |
15,809
-1,675
| -10% | -$125K | 0.25% | 55 |
|
|
2020
Q4 | $1.13M | Buy |
17,484
+623
| +4% | +$40.3K | 0.27% | 53 |
|
|
2020
Q3 | $880K | Buy |
16,861
+1,773
| +12% | +$92.5K | 0.25% | 51 |
|
|
2020
Q2 | $853K | Buy |
15,088
+897
| +6% | +$50.7K | 0.22% | 54 |
|
|
2020
Q1 | $646K | Buy |
14,191
+169
| +1% | +$7.69K | 0.21% | 56 |
|
|
2019
Q4 | $783K | Buy |
14,022
+144
| +1% | +$8.04K | 0.23% | 50 |
|
|
2019
Q3 | $677K | Buy |
13,878
+146
| +1% | +$7.12K | 0.21% | 55 |
|
|
2019
Q2 | $610K | Buy |
+13,732
| New | +$610K | 0.19% | 57 |
|