BFWM
Bright Futures Wealth Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,783
| Closed | -$331K | – | 110 |
|
|
2024
Q4 | $331K | Sell |
1,783
-1,754
| -50% | -$325K | 0.29% | 88 |
|
|
2024
Q3 | $607K | Sell |
3,537
-100
| -3% | -$17.2K | 0.29% | 100 |
|
|
2024
Q2 | $484K | Hold |
3,637
| – | – | 0.26% | 110 |
|
|
2024
Q1 | $451K | Buy |
+3,637
| New | +$451K | 0.24% | 113 |
|