Clarus Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,762
| Closed | -$78K | – | 199 |
|
|
2019
Q2 | $78K | Buy |
1,762
+16
| +0.9% | +$708 | 0.06% | 226 |
|
|
2019
Q1 | $61K | Sell |
1,746
-171
| -9% | -$5.97K | 0.05% | 262 |
|
|
2018
Q4 | $57K | Sell |
1,917
-6,617
| -78% | -$197K | 0.09% | 239 |
|
|
2018
Q3 | $325K | Buy |
8,534
+5,487
| +180% | +$209K | 0.21% | 54 |
|
|
2018
Q2 | $97K | Buy |
+3,047
| New | +$97K | 0.07% | 196 |
|