Fortem Financial Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
14,023
+2,175
| +18% | +$325K | 0.68% | 41 |
|
|
2025
Q1 | $1.66M | Buy |
11,848
+799
| +7% | +$112K | 0.64% | 42 |
|
|
2024
Q4 | $1.91M | Buy |
11,049
+264
| +2% | +$45.5K | 0.74% | 33 |
|
|
2024
Q3 | $1.65M | Buy |
10,785
+281
| +3% | +$43K | 0.67% | 39 |
|
|
2024
Q2 | $1.3M | Buy |
10,504
+402
| +4% | +$49.8K | 0.56% | 53 |
|
|
2024
Q1 | $1.33M | Buy |
10,102
+1,613
| +19% | +$212K | 0.58% | 59 |
|
|
2023
Q4 | $1.11M | Buy |
8,489
+3,065
| +57% | +$401K | 0.55% | 59 |
|
|
2023
Q3 | $581K | Buy |
+5,424
| New | +$581K | 0.34% | 95 |
|
|
2021
Q2 | – | Sell |
-3,400
| Closed | -$253K | – | 165 |
|
|
2021
Q1 | $253K | Sell |
3,400
-500
| -13% | -$37.2K | 0.15% | 146 |
|
|
2020
Q4 | $253K | Buy |
+3,900
| New | +$253K | 0.15% | 135 |
|
|
2020
Q3 | – | Sell |
-3,800
| Closed | -$215K | – | 141 |
|
|
2020
Q2 | $215K | Buy |
+3,800
| New | +$215K | 0.17% | 109 |
|
|
2020
Q1 | – | Sell |
-4,600
| Closed | -$257K | – | 132 |
|
|
2019
Q4 | $257K | Buy |
+4,600
| New | +$257K | 0.19% | 97 |
|