Concentric Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $291K | Hold |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $203K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $364K | Sell |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $311K | Hold |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $227K | Buy |
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