Fortis Capital Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $248K | Buy |
1,655
+40
| +2% | +$5.98K | 0.04% | 213 |
|
2025
Q1 | $226K | Sell |
1,615
-11,660
| -88% | -$1.63M | 0.05% | 234 |
|
2024
Q4 | $1.89M | Buy |
13,275
+3,214
| +32% | +$458K | 0.65% | 24 |
|
2024
Q3 | $1.54M | Sell |
10,061
-2,151
| -18% | -$329K | 0.52% | 36 |
|
2024
Q2 | $1.51M | Buy |
12,212
+8,507
| +230% | +$1.05M | 0.55% | 30 |
|
2024
Q1 | $487K | Buy |
+3,705
| New | +$487K | 0.2% | 88 |
|
2023
Q2 | – | Sell |
-160
| Closed | -$14.1K | – | 173 |
|
2023
Q1 | $14.1K | Sell |
160
-3,026
| -95% | -$266K | 0.01% | 430 |
|
2022
Q4 | $236K | Buy |
+3,186
| New | +$236K | 0.14% | 108 |
|