Dixon Hubard Feinour & Brown’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $276K | Sell |
3,030
-780
| -20% | -$71.1K | 0.03% | 244 |
|
|
2022
Q1 | $484K | Sell |
3,810
-50
| -1% | -$6.35K | 0.05% | 216 |
|
|
2021
Q4 | $499K | Buy |
3,860
+500
| +15% | +$64.6K | 0.05% | 214 |
|
|
2021
Q3 | $391K | Hold |
3,360
| – | – | 0.08% | 133 |
|
|
2021
Q2 | $326K | Hold |
3,360
| – | – | 0.07% | 145 |
|
|
2021
Q1 | $250K | Buy |
+3,360
| New | +$250K | 0.03% | 179 |
|
|
2020
Q1 | – | Sell |
-5,300
| Closed | -$296K | – | 169 |
|
|
2019
Q4 | $296K | Hold |
5,300
| – | – | 0.08% | 142 |
|
|
2019
Q3 | $259K | Hold |
5,300
| – | – | 0.07% | 147 |
|
|
2019
Q2 | $235K | Buy |
+5,300
| New | +$235K | 0.07% | 155 |
|