Curi 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
Q1 | – | Sell |
|
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|
2023
Q4 | $581K | Sell |
|
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|
2023
Q3 | $500K | Sell |
|
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|
2023
Q2 | $450K | Sell |
|
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|
2023
Q1 | $452K | Buy |
|
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|
2022
Q4 | $378K | Buy |
|
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|
2022
Q3 | $426K | Buy |
|
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|
2022
Q2 | $165K | Buy |
|
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $22K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $11K | Buy |
|