DB Wealth Management Group’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $380K | Sell |
2,903
-704
| -20% | -$92.2K | 0.22% | 69 |
|
|
2023
Q3 | $386K | Hold |
3,607
| – | – | 0.24% | 65 |
|
|
2023
Q2 | $335K | Hold |
3,607
| – | – | 0.21% | 68 |
|
|
2023
Q1 | $317K | Hold |
3,607
| – | – | 0.2% | 67 |
|
|
2022
Q4 | $268K | Hold |
3,607
| – | – | 0.17% | 71 |
|
|
2022
Q3 | $302K | Hold |
3,607
| – | – | 0.22% | 65 |
|
|
2022
Q2 | $329K | Hold |
3,607
| – | – | 0.22% | 65 |
|
|
2022
Q1 | $458K | Buy |
+3,607
| New | +$458K | 0.28% | 64 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$22K | – | 351 |
|
|
2021
Q1 | $22K | Buy |
+300
| New | +$22K | 0.02% | 223 |
|