IWA
IBEX Wealth Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.94M | Buy |
46,383
+3,704
| +9% | +$554K | 0.74% | 48 |
|
|
2025
Q1 | $5.97M | Buy |
42,679
+807
| +2% | +$113K | 0.79% | 45 |
|
|
2024
Q4 | $7.22M | Buy |
+41,872
| New | +$7.22M | 0.85% | 35 |
|
|
2024
Q3 | – | Sell |
-37,764
| Closed | -$4.68M | – | 97 |
|
|
2024
Q2 | $4.68M | Buy |
+37,764
| New | +$4.68M | 0.73% | 42 |
|
|
2024
Q1 | – | Sell |
-34
| Closed | -$4.42K | – | 118 |
|
|
2023
Q4 | $4.42K | Sell |
34
-3,130
| -99% | -$407K | 0.96% | 40 |
|
|
2023
Q3 | $339K | Buy |
+3,164
| New | +$339K | 0.09% | 95 |
|
|
2022
Q4 | – | Sell |
-20,486
| Closed | -$1.72M | – | 176 |
|
|
2022
Q3 | $1.72M | Buy |
+20,486
| New | +$1.72M | 0.45% | 75 |
|
|
2021
Q4 | – | Sell |
-472
| Closed | -$55K | – | 223 |
|
|
2021
Q3 | $55K | Buy |
+472
| New | +$55K | 0.01% | 264 |
|