Fiduciary Alliance’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $234K | Buy |
+1,563
| New | +$234K | 0.02% | 438 |
|
2023
Q3 | – | Sell |
-207
| Closed | -$19.2K | – | 271 |
|
2023
Q2 | $19.2K | Buy |
+207
| New | +$19.2K | ﹤0.01% | 461 |
|
2023
Q1 | – | Sell |
-139
| Closed | -$10.3K | – | 245 |
|
2022
Q4 | $10.3K | Buy |
+139
| New | +$10.3K | ﹤0.01% | 400 |
|