IVC Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $511K | Buy |
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|
2025
Q2 | $426K | Buy |
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|
2025
Q1 | $391K | Sell |
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|
2024
Q4 | $499K | Sell |
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|
2024
Q3 | $528K | Sell |
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|
2024
Q2 | $439K | Buy |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $474K | Sell |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $229K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $435K | Sell |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $288K | Hold |
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|
2020
Q4 | $250K | Buy |
|