Kelly Financial Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-200
| Closed | -$24.8K | – | 204 |
|
|
2024
Q2 | $24.8K | Sell |
200
-7
| -3% | -$867 | 0.01% | 305 |
|
|
2024
Q1 | $27.2K | Hold |
207
| – | – | 0.01% | 286 |
|
|
2023
Q4 | $27.1K | Sell |
207
-18
| -8% | -$2.36K | 0.01% | 266 |
|
|
2023
Q3 | $24.1K | Sell |
225
-58
| -20% | -$6.21K | 0.01% | 264 |
|
|
2023
Q2 | $26.3K | Hold |
283
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $24.9K | Hold |
283
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $21K | Hold |
283
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $23.7K | Hold |
283
| – | – | 0.01% | 236 |
|
|
2022
Q2 | $25.8K | Hold |
283
| – | – | 0.01% | 229 |
|
|
2022
Q1 | $35.9K | Hold |
283
| – | – | 0.02% | 212 |
|
|
2021
Q4 | $36.6K | Hold |
283
| – | – | 0.02% | 217 |
|
|
2021
Q3 | $32.9K | Sell |
283
-27,208
| -99% | -$3.17M | 0.02% | 210 |
|
|
2021
Q2 | $283K | Buy |
27,491
+27,163
| +8,281% | +$280K | 0.01% | 257 |
|
|
2021
Q1 | $24.4K | Buy |
328
+45
| +16% | +$3.35K | 0.02% | 194 |
|
|
2020
Q4 | $18.3K | Sell |
283
-17
| -6% | -$1.1K | 0.01% | 207 |
|
|
2020
Q3 | $15.7K | Hold |
300
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $17K | Hold |
300
| – | – | 0.01% | 183 |
|
|
2020
Q1 | $13.7K | Sell |
300
-100
| -25% | -$4.56K | 0.02% | 183 |
|
|
2019
Q4 | $22.4K | Buy |
400
+100
| +33% | +$5.59K | 0.02% | 147 |
|
|
2019
Q3 | $14.7K | Hold |
300
| – | – | 0.01% | 183 |
|
|
2019
Q2 | $13.3K | Hold |
300
| – | – | 0.01% | 192 |
|
|
2019
Q1 | $10.5K | Buy |
+300
| New | +$10.5K | 0.01% | 216 |
|