HighMark Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22
| Closed | -$2.89K | – | 593 |
|
|
2024
Q1 | $2.89K | Buy |
22
+14
| +175% | +$1.84K | ﹤0.01% | 433 |
|
|
2023
Q4 | $1.05K | Hold |
8
| – | – | ﹤0.01% | 507 |
|
|
2023
Q3 | $857 | Hold |
8
| – | – | ﹤0.01% | 510 |
|
|
2023
Q2 | $744 | Hold |
8
| – | – | ﹤0.01% | 516 |
|
|
2023
Q1 | $703 | Sell |
8
-3
| -27% | -$264 | ﹤0.01% | 554 |
|
|
2022
Q4 | $816 | Hold |
11
| – | – | ﹤0.01% | 487 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $1K | Sell |
11
-2
| -15% | -$182 | ﹤0.01% | 462 |
|
|
2022
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 433 |
|