Householder Group Estate & Retirement Specialist’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $128K | Sell |
745
-404
| -35% | -$69.4K | 0.1% | 135 |
|
|
2024
Q3 | $175K | Hold |
1,149
| – | – | 0.05% | 268 |
|
|
2024
Q2 | $142K | Buy |
1,149
+147
| +15% | +$18.2K | 0.04% | 290 |
|
|
2024
Q1 | $132K | Hold |
1,002
| – | – | 0.04% | 307 |
|
|
2023
Q4 | $131K | Sell |
1,002
-100
| -9% | -$13.1K | 0.04% | 294 |
|
|
2023
Q3 | $118K | Buy |
+1,102
| New | +$118K | 0.04% | 288 |
|
|
2023
Q1 | $42K | Buy |
483
+1
| +0.2% | +$87 | 0.02% | 470 |
|
|
2022
Q4 | $35K | Buy |
482
+1
| +0.2% | +$73 | 0.05% | 133 |
|
|
2022
Q3 | $40K | Buy |
+481
| New | +$40K | 0.02% | 439 |
|
|
2022
Q1 | – | Sell |
-1,798
| Closed | -$233K | – | 192 |
|
|
2021
Q4 | $233K | Buy |
+1,798
| New | +$233K | 0.09% | 182 |
|