CWA
Canvas Wealth Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
+1,438
| New | +$254K | 0.05% | 165 |
|
|
2025
Q1 | – | Sell |
-1,352
| Closed | -$233K | – | 184 |
|
|
2024
Q4 | $233K | Sell |
1,352
-65
| -5% | -$11.2K | 0.06% | 151 |
|
|
2024
Q3 | $217K | Buy |
+1,417
| New | +$217K | 0.06% | 161 |
|
|
2022
Q3 | – | Sell |
-4,506
| Closed | -$411K | – | 127 |
|
|
2022
Q2 | $411K | Sell |
4,506
-1,692
| -27% | -$154K | 0.17% | 83 |
|
|
2022
Q1 | $667K | Buy |
+6,198
| New | +$667K | 0.24% | 75 |
|