Heritage Wealth Management (Arizona)’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $19.6K | Sell |
264
-368
| -58% | -$27.3K | ﹤0.01% | 663 |
|
|
2022
Q3 | $53K | Hold |
632
| – | – | 0.02% | 392 |
|
|
2022
Q2 | $57.7K | Hold |
632
| – | – | 0.02% | 395 |
|
|
2022
Q1 | $80K | Buy |
+632
| New | +$80K | 0.02% | 397 |
|
|
2021
Q3 | $144K | Hold |
1,234
| – | – | 0.05% | 272 |
|
|
2021
Q2 | $120K | Buy |
1,234
+496
| +67% | +$48.2K | 0.05% | 309 |
|
|
2021
Q1 | $55K | Buy |
+738
| New | +$55K | 0.03% | 361 |
|