Lake Point Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $228K | Buy |
+2,500
| New | +$228K | 0.13% | 30 |
|
|
2022
Q1 | – | Sell |
-2,500
| Closed | -$323K | – | 430 |
|
|
2021
Q4 | $323K | Hold |
2,500
| – | – | 0.14% | 26 |
|
|
2021
Q3 | $291K | Hold |
2,500
| – | – | 0.13% | 25 |
|
|
2021
Q2 | $243K | Buy |
+2,500
| New | +$243K | 0.11% | 27 |
|
|
2020
Q1 | $114K | Sell |
2,500
-37
| -1% | -$1.69K | 0.1% | 29 |
|
|
2019
Q4 | $142K | Buy |
+2,537
| New | +$142K | 0.05% | 62 |
|
|
2019
Q2 | $111K | Hold |
2,500
| – | – | 0.04% | 70 |
|
|
2019
Q1 | $111K | Buy |
+2,500
| New | +$111K | 0.04% | 70 |
|