Gary Goldberg Planning Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $291K | Hold |
8,779
| – | – | 0.12% | 90 |
|
2014
Q3 | $271K | Hold |
8,779
| – | – | 0.11% | 93 |
|
2014
Q2 | $288K | Hold |
8,779
| – | – | 0.13% | 94 |
|
2014
Q1 | $286K | Hold |
8,779
| – | – | 0.14% | 90 |
|
2013
Q4 | $271K | Buy |
8,779
+306
| +4% | +$9.45K | 0.16% | 82 |
|
2013
Q3 | $207K | Buy |
8,473
+5,110
| +152% | +$125K | 0.13% | 90 |
|
2013
Q2 | $69K | Buy |
+3,363
| New | +$69K | 0.04% | 153 |
|