Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $667K | Sell |
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|
2017
Q1 | $815K | Buy |
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|
2016
Q4 | $749K | Sell |
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|
2016
Q3 | $1.11M | Sell |
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|
2016
Q2 | $1.16M | Buy |
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|
2016
Q1 | $1.18M | Sell |
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|
2015
Q4 | $1.26M | Buy |
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|
2015
Q3 | $1.03M | Sell |
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|
2015
Q2 | $1.47M | Buy |
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|
2015
Q1 | $346K | Buy |
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|
2014
Q4 | $623K | Buy |
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|
2014
Q3 | $549K | Buy |
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|
2014
Q2 | $500K | Sell |
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|
2014
Q1 | $559K | Buy |
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|
2013
Q4 | $400K | Buy |
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|
2013
Q3 | $290K | Buy |
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|
2013
Q2 | $206K | Buy |
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