Blue Bell Private Wealth Management’s Perella Weinberg Partners PWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-267
| Closed | -$2.22K | – | 697 |
|
|
2023
Q2 | $2.22K | Hold |
267
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $2.43K | Hold |
267
| – | – | ﹤0.01% | 538 |
|
|
2022
Q4 | $2.61K | Hold |
267
| – | – | ﹤0.01% | 541 |
|
|
2022
Q3 | $2K | Buy |
267
+17
| +7% | +$127 | ﹤0.01% | 607 |
|
|
2022
Q2 | $1K | Hold |
250
| – | – | ﹤0.01% | 747 |
|
|
2022
Q1 | $2K | Hold |
250
| – | – | ﹤0.01% | 702 |
|
|
2021
Q4 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 625 |
|