First Personal Financial Services’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$184K	Buy	1,202 +2	+0.2%	+$306	0.04%	129
2024 Q2	$149K	Hold	1,200	–	–	0.03%	132
2024 Q1	$158K	Hold	1,200	–	–	0.04%	130
2023 Q4	$157K	Sell	1,200 -200	-14%	-$26.2K	0.04%	129
2023 Q3	$150K	Hold	1,400	–	–	0.04%	123
2023 Q2	$130K	Hold	1,400	–	–	0.03%	131
2023 Q1	$123K	Hold	1,400	–	–	0.03%	134
2022 Q4	$104K	Sell	1,400 -79	-5%	-$5.86K	0.03%	156
2022 Q3	$124K	Hold	1,479	–	–	0.04%	136
2022 Q2	$135K	Sell	1,479 -50	-3%	-$4.56K	0.04%	123
2022 Q1	$194K	Hold	1,529	–	–	0.05%	115
2021 Q4	$198K	Sell	1,529 -75	-5%	-$9.71K	0.04%	118
2021 Q3	$187K	Sell	1,604 -190	-11%	-$22.2K	0.05%	121
2021 Q2	$174K	Sell	1,794 -810	-31%	-$78.6K	0.04%	126
2021 Q1	$194K	Sell	2,604 -460	-15%	-$34.3K	0.05%	117
2020 Q4	$199K	Sell	3,064 -1,436	-32%	-$93.3K	0.06%	113
2020 Q3	$235K	Hold	4,500	–	–	0.07%	105
2020 Q2	$255K	Hold	4,500	–	–	0.09%	99
2020 Q1	$205K	Sell	4,500 -750	-14%	-$34.2K	0.08%	104
2019 Q4	$294K	Sell	5,250 -250	-5%	-$14K	0.1%	102
2019 Q3	$269K	Sell	5,500 -500	-8%	-$24.5K	0.08%	114
2019 Q2	$267K	Sell	6,000 -2,070	-26%	-$92.1K	0.08%	147
2019 Q1	$282K	Hold	8,070	–	–	0.09%	144
2018 Q4	$241K	Sell	8,070 -1,000	-11%	-$29.9K	0.08%	150
2018 Q3	$345K	Sell	9,070 -2,550	-22%	-$97K	0.11%	134
2018 Q2	$374K	Hold	11,620	–	–	0.13%	130
2018 Q1	$371K	Buy	+11,620	New	+$371K	0.08%	165