Journey Advisory Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,635
| Closed | -$231K | – | 227 |
|
2023
Q1 | $231K | Sell |
2,635
-700
| -21% | -$61.5K | 0.04% | 215 |
|
2022
Q4 | $247K | Hold |
3,335
| – | – | 0.06% | 200 |
|
2022
Q3 | $279K | Sell |
3,335
-100
| -3% | -$8.37K | 0.07% | 190 |
|
2022
Q2 | $355K | Sell |
3,435
-118
| -3% | -$12.2K | 0.08% | 185 |
|
2022
Q1 | $451K | Hold |
3,553
| – | – | 0.11% | 146 |
|
2021
Q4 | $460K | Hold |
3,553
| – | – | 0.13% | 146 |
|
2021
Q3 | $413K | Hold |
3,553
| – | – | 0.13% | 139 |
|
2021
Q2 | $345K | Hold |
3,553
| – | – | 0.11% | 155 |
|
2021
Q1 | $265K | Hold |
3,553
| – | – | 0.09% | 165 |
|
2020
Q4 | $230K | Buy |
+3,553
| New | +$230K | 0.09% | 163 |
|