LA
Legacy Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,768
| Closed | -$1.51M | – | 74 |
|
|
2025
Q1 | $1.51M | Buy |
10,768
+66
| +0.6% | +$9.23K | 0.15% | 108 |
|
|
2024
Q4 | $1.85M | Buy |
10,702
+325
| +3% | +$56K | 0.18% | 91 |
|
|
2024
Q3 | $1.59M | Sell |
10,377
-645
| -6% | -$98.8K | 0.17% | 100 |
|
|
2024
Q2 | $1.36M | Sell |
11,022
-310
| -3% | -$38.4K | 0.17% | 99 |
|
|
2024
Q1 | $1.49M | Buy |
11,332
+472
| +4% | +$62K | 0.19% | 96 |
|
|
2023
Q4 | $1.42M | Buy |
10,860
+519
| +5% | +$67.9K | 0.18% | 100 |
|
|
2023
Q3 | $1.11M | Sell |
10,341
-723
| -7% | -$77.5K | 0.18% | 112 |
|
|
2023
Q2 | $1.03M | Buy |
+11,064
| New | +$1.03M | 0.15% | 115 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$7K | – | 368 |
|
|
2019
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 347 |
|
|
2018
Q4 | – | Sell |
-350
| Closed | -$13K | – | 157 |
|
|
2018
Q3 | $13K | Sell |
350
-80
| -19% | -$2.97K | 0.01% | 323 |
|
|
2018
Q2 | $14K | Buy |
430
+80
| +23% | +$2.61K | 0.01% | 278 |
|
|
2018
Q1 | $11K | Hold |
350
| – | – | 0.01% | 260 |
|
|
2017
Q4 | $11K | Hold |
350
| – | – | 0.01% | 244 |
|
|
2017
Q3 | $11K | Hold |
350
| – | – | 0.01% | 204 |
|
|
2017
Q2 | $11K | Hold |
350
| – | – | 0.01% | 162 |
|
|
2017
Q1 | $10K | Hold |
350
| – | – | 0.01% | 156 |
|
|
2016
Q4 | $9K | Buy |
+350
| New | +$9K | 0.01% | 179 |
|