Genovese Burford & Brothers Wealth & Retirement Plan Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-750
| Closed | -$24K | – | 129 |
|
|
2018
Q2 | $24K | Hold |
750
| – | – | 0.01% | 229 |
|
|
2018
Q1 | $24K | Hold |
750
| – | – | 0.01% | 229 |
|
|
2017
Q4 | $28K | Buy |
+750
| New | +$28K | 0.07% | 120 |
|
|
2016
Q2 | – | Sell |
-400
| Closed | -$11K | – | 413 |
|
|
2016
Q1 | $11K | Hold |
400
| – | – | 0.01% | 250 |
|
|
2015
Q4 | $12K | Buy |
+400
| New | +$12K | 0.01% | 240 |
|