CWM
C2C Wealth Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,594
| Closed | -$384K | – | 117 |
|
|
2023
Q3 | $384K | Hold |
3,594
| – | – | 0.05% | 179 |
|
|
2023
Q2 | $375K | Buy |
+3,594
| New | +$375K | 0.05% | 184 |
|
|
2022
Q4 | – | Sell |
-2,500
| Closed | -$234K | – | 174 |
|
|
2022
Q3 | $234K | Hold |
2,500
| – | – | 0.05% | 154 |
|
|
2022
Q2 | $247K | Hold |
2,500
| – | – | 0.05% | 158 |
|
|
2022
Q1 | $297K | Buy |
+2,500
| New | +$297K | 0.05% | 154 |
|