Circle Wealth Management’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,164	Closed	-$201K	–	216
2024 Q4	$201K	Buy	+1,164	New	+$201K	﹤0.01%	212
2020 Q2	–	Sell	-15,800	Closed	-$711K	–	200
2020 Q1	$711K	Buy	+15,800	New	+$711K	0.14%	81