Johanson Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $860K | Buy |
6,649
+70
| +1% | +$9.05K | 0.26% | 66 |
|
|
2021
Q3 | $765K | Buy |
6,579
+264
| +4% | +$30.7K | 0.26% | 72 |
|
|
2021
Q2 | $647K | Buy |
6,315
+50
| +0.8% | +$5.12K | 0.22% | 77 |
|
|
2021
Q1 | $489K | Buy |
6,265
+178
| +3% | +$13.9K | 0.18% | 83 |
|
|
2020
Q4 | $394K | Buy |
6,087
+180
| +3% | +$11.7K | 0.16% | 86 |
|
|
2020
Q3 | $321K | Buy |
5,907
+167
| +3% | +$9.08K | 0.14% | 87 |
|
|
2020
Q2 | $325K | Buy |
5,740
+181
| +3% | +$10.2K | 0.16% | 83 |
|
|
2020
Q1 | $253K | Sell |
5,559
-203,128
| -97% | -$9.24M | 0.15% | 81 |
|
|
2019
Q4 | $3.73M | Buy |
+208,687
| New | +$3.73M | 0.18% | 76 |
|