Doyle Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $231K | Buy |
2,761
+374
| +16% | +$31.3K | 0.02% | 188 |
|
|
2022
Q2 | $218K | Hold |
2,387
| – | – | 0.02% | 198 |
|
|
2022
Q1 | $303K | Sell |
2,387
-190
| -7% | -$24.1K | 0.02% | 198 |
|
|
2021
Q4 | $333K | Sell |
2,577
-90
| -3% | -$11.6K | 0.02% | 182 |
|
|
2021
Q3 | $310K | Sell |
2,667
-58
| -2% | -$6.74K | 0.02% | 182 |
|
|
2021
Q2 | $265K | Buy |
+2,725
| New | +$265K | 0.02% | 192 |
|
|
2020
Q1 | – | Sell |
-3,658
| Closed | -$205K | – | 185 |
|
|
2019
Q4 | $205K | Sell |
3,658
-900
| -20% | -$50.4K | 0.03% | 202 |
|
|
2019
Q3 | $223K | Buy |
+4,558
| New | +$223K | 0.03% | 183 |
|
|
2019
Q1 | – | Sell |
-3,500
| Closed | -$104K | – | 260 |
|
|
2018
Q4 | $104K | Buy |
+3,500
| New | +$104K | 0.02% | 244 |
|