EWA
EverSource Wealth Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Buy |
54,392
+904
| +2% | +$135K | 0.37% | 67 |
|
|
2025
Q1 | $7.48M | Buy |
53,488
+910
| +2% | +$127K | 0.41% | 62 |
|
|
2024
Q4 | $9.07M | Sell |
52,578
-191
| -0.4% | -$32.9K | 0.51% | 47 |
|
|
2024
Q3 | $8.08M | Sell |
52,769
-1,390
| -3% | -$213K | 0.51% | 50 |
|
|
2024
Q2 | $7.7M | Buy |
54,159
+5,479
| +11% | +$779K | 0.51% | 46 |
|
|
2024
Q1 | $5.68M | Sell |
48,680
-59
| -0.1% | -$6.88K | 0.45% | 55 |
|
|
2023
Q4 | $6.38M | Sell |
48,739
-4,519
| -8% | -$592K | 0.58% | 38 |
|
|
2023
Q3 | $5.71M | Buy |
53,258
+632
| +1% | +$67.7K | 0.61% | 41 |
|
|
2023
Q2 | $4.89M | Buy |
52,626
+89
| +0.2% | +$8.27K | 0.54% | 43 |
|
|
2023
Q1 | $4.61M | Buy |
52,537
+2,709
| +5% | +$238K | 0.57% | 39 |
|
|
2022
Q4 | $3.7M | Buy |
49,828
+49,621
| +23,971% | +$3.68M | 0.56% | 40 |
|
|
2022
Q3 | $17K | Sell |
207
-556
| -73% | -$45.7K | ﹤0.01% | 951 |
|
|
2022
Q2 | $69K | Buy |
763
+517
| +210% | +$46.8K | 0.02% | 503 |
|
|
2022
Q1 | $31K | Buy |
246
+69
| +39% | +$8.7K | 0.01% | 561 |
|
|
2021
Q4 | $23K | Buy |
+177
| New | +$23K | 0.01% | 626 |
|