CM Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,718
| Closed | -$573K | – | 89 |
|
|
2024
Q1 | $573K | Buy |
+4,718
| New | +$573K | 0.16% | 70 |
|
|
2023
Q3 | – | Sell |
-5,316
| Closed | -$563K | – | 91 |
|
|
2023
Q2 | $563K | Sell |
5,316
-23,762
| -82% | -$2.51M | 0.18% | 60 |
|
|
2023
Q1 | $2.48M | Buy |
+29,078
| New | +$2.48M | 0.48% | 32 |
|