Kingswood 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 | $1.38M | Sell |
9,207
-1,009
| -10% | -$151K | 0.11% | 201 |
|
|
2025
Q1 | $1.43M | Sell |
10,216
-1,803
| -15% | -$253K | 0.13% | 180 |
|
|
2024
Q4 | $2.07M | Sell |
12,019
-2,838
| -19% | -$489K | 0.16% | 146 |
|
|
2024
Q3 | $2.28M | Sell |
14,857
-341
| -2% | -$52.3K | 0.16% | 143 |
|
|
2024
Q2 | $1.88M | Buy |
15,198
+3,662
| +32% | +$453K | 0.17% | 123 |
|
|
2024
Q1 | $1.52M | Sell |
11,536
-1,645
| -12% | -$216K | 0.17% | 143 |
|
|
2023
Q4 | $1.73M | Buy |
13,181
+11,110
| +536% | +$1.45M | 0.2% | 121 |
|
|
2023
Q3 | $1.1M | Sell |
2,071
-5,001
| -71% | -$2.66M | 0.19% | 133 |
|
|
2023
Q2 | $658K | Buy |
+7,072
| New | +$658K | 0.21% | 109 |
|