GoalVest Advisory’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
15,980
-604
| -4% | -$90.3K | 0.59% | 26 |
|
|
2025
Q1 | $2.32M | Buy |
16,584
+1,242
| +8% | +$174K | 0.64% | 26 |
|
|
2024
Q4 | $2.65M | Buy |
15,342
+17
| +0.1% | +$2.93K | 0.73% | 22 |
|
|
2024
Q3 | $2.35M | Sell |
15,325
-1,100
| -7% | -$168K | 0.67% | 23 |
|
|
2024
Q2 | $2.03M | Sell |
16,425
-800
| -5% | -$99K | 0.65% | 24 |
|
|
2024
Q1 | $2.26M | Buy |
+17,225
| New | +$2.26M | 0.75% | 17 |
|
|
2022
Q2 | – | Sell |
-118
| Closed | -$15K | – | 333 |
|
|
2022
Q1 | $15K | Buy |
+118
| New | +$15K | 0.01% | 213 |
|