Kapstone Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
1,615
| – | – | 0.12% | 94 |
|
|
2025
Q1 | $226K | Hold |
1,615
| – | – | 0.13% | 94 |
|
|
2024
Q4 | $299K | Hold |
1,615
| – | – | 0.16% | 78 |
|
|
2024
Q3 | $250K | Buy |
+1,615
| New | +$250K | 0.15% | 88 |
|
|
2024
Q2 | – | Sell |
-1,716
| Closed | -$225K | – | 109 |
|
|
2024
Q1 | $225K | Hold |
1,716
| – | – | 0.15% | 96 |
|
|
2023
Q4 | $212K | Buy |
+1,716
| New | +$212K | 0.17% | 95 |
|