Kellett Wealth 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 | $261K | Buy |
1,746
+1
| +0.1% | +$150 | 0.17% | 58 |
|
|
2025
Q1 | $244K | Buy |
1,745
+1
| +0.1% | +$140 | 0.17% | 60 |
|
|
2024
Q4 | $301K | Sell |
1,744
-300
| -15% | -$51.7K | 0.21% | 50 |
|
|
2024
Q3 | $313K | Buy |
2,044
+1
| +0% | +$153 | 0.22% | 53 |
|
|
2024
Q2 | $253K | Sell |
2,043
-199
| -9% | -$24.6K | 0.2% | 56 |
|
|
2024
Q1 | $295K | Sell |
2,242
-302
| -12% | -$39.7K | 0.2% | 66 |
|
|
2023
Q4 | $333K | Sell |
2,544
-297
| -10% | -$38.9K | 0.25% | 51 |
|
|
2023
Q3 | $304K | Buy |
+2,841
| New | +$304K | 0.26% | 41 |
|