DA
Doliver Advisors’s Blackstone BX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $210K | Sell |
1,402
-38
| -3% | -$5.68K | 0.06% | 158 |
|
2025
Q1 | $201K | Hold |
1,440
| – | – | 0.06% | 158 |
|
2024
Q4 | $248K | Buy |
+1,440
| New | +$248K | 0.07% | 143 |
|
2020
Q1 | – | Sell |
-3,707
| Closed | -$207K | – | 172 |
|
2019
Q4 | $207K | Buy |
+3,707
| New | +$207K | 0.08% | 107 |
|
2019
Q3 | – | Sell |
-9,026
| Closed | -$401K | – | 154 |
|
2019
Q2 | $401K | Sell |
9,026
-1,650
| -15% | -$73.3K | 0.16% | 52 |
|
2019
Q1 | $373K | Buy |
10,676
+366
| +4% | +$12.8K | 0.15% | 52 |
|
2018
Q4 | $307K | Buy |
10,310
+2,350
| +30% | +$70K | 0.15% | 82 |
|
2018
Q3 | $303K | Sell |
7,960
-1,065
| -12% | -$40.5K | 0.12% | 103 |
|
2018
Q2 | $291K | Buy |
9,025
+125
| +1% | +$4.03K | 0.12% | 123 |
|
2018
Q1 | $284K | Sell |
8,900
-150
| -2% | -$4.79K | 0.12% | 155 |
|
2017
Q4 | $290K | Buy |
9,050
+1,300
| +17% | +$41.7K | 0.12% | 155 |
|
2017
Q3 | $259K | Buy |
7,750
+1,160
| +18% | +$38.8K | 0.12% | 177 |
|
2017
Q2 | $220K | Buy |
+6,590
| New | +$220K | 0.11% | 212 |
|