Institute for Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Sell
36,765
-10,000
-21% -$193K 0.08% 249
2025
Q1
$935K Sell
46,765
-482
-1% -$9.64K 0.12% 192
2024
Q4
$823K Sell
47,247
-53
-0.1% -$923 0.1% 208
2024
Q3
$899K Sell
47,300
-20,334
-30% -$387K 0.11% 196
2024
Q2
$1.18M Buy
67,634
+1,586
+2% +$27.6K 0.16% 142
2024
Q1
$1.32M Buy
66,048
+1,471
+2% +$29.3K 0.17% 126
2023
Q4
$1.37M Buy
64,577
+3,291
+5% +$70K 0.22% 108
2023
Q3
$1.33M Buy
61,286
+22,144
+57% +$482K 0.24% 100
2023
Q2
$815K Buy
39,142
+14,312
+58% +$298K 0.14% 171
2023
Q1
$443K Buy
+24,830
New +$443K 0.08% 274