KSWA
Kathleen S. Wright Associates’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Hold |
1,514
| – | – | 0.09% | 105 |
|
|
2025
Q1 | $212K | Hold |
1,514
| – | – | 0.09% | 108 |
|
|
2024
Q4 | $261K | Sell |
1,514
-226
| -13% | -$39K | 0.11% | 100 |
|
|
2024
Q3 | $266K | Buy |
1,740
+225
| +15% | +$34.5K | 0.11% | 102 |
|
|
2024
Q2 | $188K | Buy |
1,515
+115
| +8% | +$14.2K | 0.09% | 110 |
|
|
2024
Q1 | $184K | Hold |
1,400
| – | – | 0.09% | 108 |
|
|
2023
Q4 | $183K | Sell |
1,400
-200
| -13% | -$26.2K | 0.09% | 101 |
|
|
2023
Q3 | $171K | Hold |
1,600
| – | – | 0.1% | 98 |
|
|
2023
Q2 | $149K | Hold |
1,600
| – | – | 0.09% | 84 |
|
|
2023
Q1 | $141K | Hold |
1,600
| – | – | 0.09% | 85 |
|
|
2022
Q4 | $119K | Hold |
1,600
| – | – | 0.08% | 97 |
|
|
2022
Q3 | $134K | Hold |
1,600
| – | – | 0.11% | 89 |
|
|
2022
Q2 | $146K | Hold |
1,600
| – | – | 0.12% | 83 |
|
|
2022
Q1 | $203K | Hold |
1,600
| – | – | 0.15% | 78 |
|
|
2021
Q4 | $207K | Buy |
+1,600
| New | +$207K | 0.15% | 79 |
|