Evolution Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-500
| Closed | -$58K | – | 227 |
|
|
2021
Q3 | $58K | Hold |
500
| – | – | 0.01% | 191 |
|
|
2021
Q2 | $49K | Sell |
500
-179
| -26% | -$17.5K | 0.01% | 210 |
|
|
2021
Q1 | $51K | Buy |
679
+179
| +36% | +$13.4K | 0.01% | 196 |
|
|
2020
Q4 | $32K | Hold |
500
| – | – | 0.01% | 214 |
|
|
2020
Q3 | $26K | Hold |
500
| – | – | 0.01% | 244 |
|
|
2020
Q2 | $28K | Buy |
500
+302
| +153% | +$16.9K | 0.01% | 180 |
|
|
2020
Q1 | $9K | Buy |
+198
| New | +$9K | ﹤0.01% | 214 |
|
|
2019
Q4 | – | Sell |
-198
| Closed | -$10K | – | 633 |
|
|
2019
Q3 | $10K | Buy |
+198
| New | +$10K | ﹤0.01% | 169 |
|
|
2019
Q1 | – | Sell |
-350
| Closed | -$10K | – | 106 |
|
|
2018
Q4 | $10K | Buy |
+350
| New | +$10K | ﹤0.01% | 124 |
|