Clearview Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-958
| Closed | -$89K | – | 181 |
|
|
2023
Q2 | $89K | Buy |
958
+10
| +1% | +$929 | 0.09% | 152 |
|
|
2023
Q1 | $83.3K | Buy |
948
+9
| +1% | +$791 | 0.08% | 160 |
|
|
2022
Q4 | $69.7K | Buy |
939
+10
| +1% | +$742 | 0.05% | 144 |
|
|
2022
Q3 | $78K | Sell |
929
-108
| -10% | -$9.07K | 0.06% | 134 |
|
|
2022
Q2 | $95K | Buy |
1,037
+14
| +1% | +$1.28K | 0.07% | 129 |
|
|
2022
Q1 | $130K | Buy |
1,023
+12
| +1% | +$1.53K | 0.09% | 113 |
|
|
2021
Q4 | $131K | Buy |
1,011
+7
| +0.7% | +$907 | 0.08% | 135 |
|
|
2021
Q3 | $117K | Buy |
1,004
+7
| +0.7% | +$816 | 0.07% | 144 |
|
|
2021
Q2 | $97K | Buy |
997
+9
| +0.9% | +$876 | 0.06% | 168 |
|
|
2021
Q1 | $74K | Sell |
988
-474
| -32% | -$35.5K | 0.05% | 194 |
|
|
2020
Q4 | $95K | Buy |
+1,462
| New | +$95K | 0.06% | 143 |
|