Graybill Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,500
| Closed | -$252K | – | 53 |
|
|
2019
Q4 | $252K | Hold |
4,500
| – | – | 0.16% | 50 |
|
|
2019
Q3 | $220K | Sell |
4,500
-1,000
| -18% | -$48.9K | 0.15% | 53 |
|
|
2019
Q2 | $244K | Buy |
+5,500
| New | +$244K | 0.17% | 46 |
|
|
2018
Q4 | – | Sell |
-5,500
| Closed | -$209K | – | 49 |
|
|
2018
Q3 | $209K | Buy |
+5,500
| New | +$209K | 0.15% | 48 |
|