Integrated Wealth Management (Palm Desert)’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
2016
Q3
$45K Buy
2016
Q2
$31K Buy
2016
Q1
$30K Buy
2015
Q4
$31K Sell
2015
Q3
$33K Sell
2015
Q2
$43K Buy
2015
Q1
$20K Buy