Financial Synergies Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13
| Closed | -$1.21K | – | 503 |
|
|
2023
Q2 | $1.21K | Sell |
13
-4
| -24% | -$372 | ﹤0.01% | 348 |
|
|
2023
Q1 | $1.49K | Buy |
+17
| New | +$1.49K | ﹤0.01% | 329 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$503 | – | 467 |
|
|
2022
Q3 | $503 | Hold |
6
| – | – | ﹤0.01% | 363 |
|
|
2022
Q2 | $548 | Buy |
+6
| New | +$548 | ﹤0.01% | 365 |
|