Certified Advisory Corp’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
1,760
+95
| +6% | +$14.2K | 0.03% | 268 |
|
|
2025
Q1 | $233K | Sell |
1,665
-464
| -22% | -$64.9K | 0.03% | 271 |
|
|
2024
Q4 | $367K | Sell |
2,129
-96
| -4% | -$16.6K | 0.04% | 226 |
|
|
2024
Q3 | $341K | Buy |
2,225
+18
| +0.8% | +$2.76K | 0.04% | 236 |
|
|
2024
Q2 | $273K | Buy |
2,207
+152
| +7% | +$18.8K | 0.03% | 247 |
|
|
2024
Q1 | $270K | Buy |
2,055
+25
| +1% | +$3.29K | 0.04% | 234 |
|
|
2023
Q4 | $266K | Sell |
2,030
-11,893
| -85% | -$1.56M | 0.04% | 230 |
|
|
2023
Q3 | $229K | Buy |
+13,923
| New | +$229K | 0.04% | 216 |
|
|
2022
Q2 | – | Sell |
-1,689
| Closed | -$214K | – | 237 |
|
|
2022
Q1 | $214K | Buy |
1,689
+8
| +0.5% | +$1.01K | 0.05% | 205 |
|
|
2021
Q4 | $218K | Buy |
+1,681
| New | +$218K | 0.05% | 206 |
|
|
2021
Q2 | – | Sell |
-1,663
| Closed | -$124K | – | 267 |
|
|
2021
Q1 | $124K | Buy |
+1,663
| New | +$124K | 0.03% | 231 |
|
|
2020
Q2 | $65K | Buy |
1,142
+5
| +0.4% | +$285 | 0.02% | 263 |
|
|
2020
Q1 | $52K | Buy |
1,137
+6
| +0.5% | +$274 | 0.02% | 268 |
|
|
2019
Q4 | $63K | Buy |
1,131
+6
| +0.5% | +$334 | 0.02% | 287 |
|
|
2019
Q3 | $55K | Buy |
1,125
+7
| +0.6% | +$342 | 0.02% | 302 |
|
|
2019
Q2 | $50K | Buy |
1,118
+160
| +17% | +$7.16K | 0.02% | 315 |
|
|
2019
Q1 | $34K | Buy |
958
+100
| +12% | +$3.55K | 0.01% | 347 |
|
|
2018
Q4 | $26K | Hold |
858
| – | – | 0.01% | 369 |
|
|
2018
Q3 | $33K | Buy |
858
+205
| +31% | +$7.89K | 0.02% | 347 |
|
|
2018
Q2 | $21K | Hold |
653
| – | – | 0.01% | 423 |
|
|
2018
Q1 | $20K | Hold |
653
| – | – | 0.01% | 408 |
|
|
2017
Q4 | $20K | Buy |
+653
| New | +$20K | 0.01% | 369 |
|