Founders Financial Securities’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,218
| Closed | -$437K | – | 327 |
|
|
2022
Q3 | $437K | Buy |
5,218
+167
| +3% | +$14K | 0.08% | 190 |
|
|
2022
Q2 | $461K | Sell |
5,051
-483
| -9% | -$44.1K | 0.09% | 167 |
|
|
2022
Q1 | $702K | Buy |
5,534
+70
| +1% | +$8.88K | 0.12% | 147 |
|
|
2021
Q4 | $707K | Sell |
5,464
-2,107
| -28% | -$273K | 0.13% | 135 |
|
|
2021
Q3 | $881K | Sell |
7,571
-356
| -4% | -$41.4K | 0.18% | 113 |
|
|
2021
Q2 | $770K | Sell |
7,927
-2,066
| -21% | -$201K | 0.15% | 136 |
|
|
2021
Q1 | $745K | Sell |
9,993
-42
| -0.4% | -$3.13K | 0.17% | 122 |
|
|
2020
Q4 | $650K | Buy |
10,035
+1,269
| +14% | +$82.2K | 0.16% | 108 |
|
|
2020
Q3 | $458K | Buy |
8,766
+1,067
| +14% | +$55.7K | 0.15% | 98 |
|
|
2020
Q2 | $436K | Buy |
7,699
+2,174
| +39% | +$123K | 0.14% | 108 |
|
|
2020
Q1 | $252K | Buy |
5,525
+1,003
| +22% | +$45.7K | 0.09% | 109 |
|
|
2019
Q4 | $253K | Buy |
+4,522
| New | +$253K | 0.09% | 114 |
|