Jupiter Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,250
| Closed | -$116K | – | 87 |
|
|
2023
Q2 | $116K | Sell |
1,250
-8,325
| -87% | -$774K | 0.1% | 65 |
|
|
2023
Q1 | $841K | Buy |
9,575
+2,525
| +36% | +$222K | 0.77% | 35 |
|
|
2022
Q4 | $523K | Sell |
7,050
-25
| -0.4% | -$1.86K | 0.51% | 39 |
|
|
2022
Q3 | $592K | Hold |
7,075
| – | – | 0.59% | 40 |
|
|
2022
Q2 | $645K | Buy |
7,075
+1,800
| +34% | +$164K | 0.59% | 38 |
|
|
2022
Q1 | $669K | Hold |
5,275
| – | – | 0.42% | 48 |
|
|
2021
Q4 | $682K | Sell |
5,275
-1,475
| -22% | -$191K | 0.35% | 54 |
|
|
2021
Q3 | $941K | Sell |
6,750
-10,100
| -60% | -$1.41M | 0.44% | 52 |
|
|
2021
Q2 | $1.93M | Hold |
16,850
| – | – | 0.92% | 31 |
|
|
2021
Q1 | $1.51M | Buy |
16,850
+12,100
| +255% | +$1.08M | 0.76% | 36 |
|
|
2020
Q4 | $308K | Sell |
4,750
-12,100
| -72% | -$785K | 0.19% | 62 |
|
|
2020
Q3 | $880K | Hold |
16,850
| – | – | 0.62% | 36 |
|
|
2020
Q2 | $946K | Sell |
16,850
-1,715
| -9% | -$96.3K | 0.47% | 38 |
|
|
2020
Q1 | $936K | Sell |
18,565
-71,361
| -79% | -$3.6M | 0.55% | 34 |
|
|
2019
Q4 | $5.23M | Sell |
89,926
-17,119
| -16% | -$995K | 2.53% | 15 |
|
|
2019
Q3 | $5.23M | Buy |
107,045
+49,545
| +86% | +$2.42M | 2.79% | 13 |
|
|
2019
Q2 | $2.6M | Hold |
57,500
| – | – | 1.29% | 29 |
|
|
2019
Q1 | $2.22M | Buy |
+57,500
| New | +$2.22M | 1.07% | 32 |
|