Graves Light Lenhart Wealth’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-899
| Closed | -$82K | – | 227 |
|
|
2022
Q2 | $82K | Hold |
899
| – | – | 0.01% | 253 |
|
|
2022
Q1 | $114K | Hold |
899
| – | – | 0.02% | 244 |
|
|
2021
Q4 | $116K | Hold |
899
| – | – | 0.02% | 269 |
|
|
2021
Q3 | $105K | Hold |
899
| – | – | 0.02% | 266 |
|
|
2021
Q2 | $87K | Hold |
899
| – | – | 0.01% | 302 |
|
|
2021
Q1 | $67K | Hold |
899
| – | – | 0.01% | 338 |
|
|
2020
Q4 | $58K | Buy |
+899
| New | +$58K | 0.01% | 350 |
|
|
2020
Q2 | – | Sell |
-5,146
| Closed | -$235K | – | 166 |
|
|
2020
Q1 | $235K | Hold |
5,146
| – | – | 0.06% | 129 |
|
|
2019
Q4 | $288K | Hold |
5,146
| – | – | 0.06% | 136 |
|
|
2019
Q3 | $274K | Buy |
+5,146
| New | +$274K | 0.06% | 138 |
|