Keystone Wealth Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,231
| Closed | -$292K | – | 223 |
|
|
2023
Q4 | $292K | Hold |
2,231
| – | – | 0.1% | 173 |
|
|
2023
Q3 | $239K | Hold |
2,231
| – | – | 0.09% | 180 |
|
|
2023
Q2 | $207K | Buy |
+2,231
| New | +$207K | 0.08% | 192 |
|
|
2022
Q4 | – | Sell |
-2,451
| Closed | -$205K | – | 187 |
|
|
2022
Q3 | $205K | Buy |
2,451
+225
| +10% | +$18.8K | 0.1% | 157 |
|
|
2022
Q2 | $203K | Hold |
2,226
| – | – | 0.09% | 163 |
|
|
2022
Q1 | $283K | Hold |
2,226
| – | – | 0.11% | 140 |
|
|
2021
Q4 | $288K | Buy |
+2,226
| New | +$288K | 0.12% | 134 |
|