Lauer Wealth’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,972
Closed -$415K 46
2023
Q3
$415K Sell
3,972
-433
-10% -$45.3K 0.45% 26
2023
Q2
$455K Sell
4,405
-706
-14% -$72.9K 0.47% 28
2023
Q1
$457K Buy
+5,111
New +$457K 0.57% 25