Legacy Capital Wealth Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,336
| Closed | -$230K | – | 353 |
|
|
2024
Q4 | $230K | Sell |
1,336
-51
| -4% | -$8.79K | 0.06% | 314 |
|
|
2024
Q3 | $212K | Sell |
1,387
-7,918
| -85% | -$1.21M | 0.04% | 335 |
|
|
2024
Q2 | $1.15M | Buy |
+9,305
| New | +$1.15M | 0.29% | 64 |
|
|
2024
Q1 | – | Sell |
-19,059
| Closed | -$2.5M | – | 148 |
|
|
2023
Q4 | $2.5M | Sell |
19,059
-8,088
| -30% | -$1.06M | 0.71% | 27 |
|
|
2023
Q3 | $2.91M | Sell |
27,147
-738
| -3% | -$79.1K | 0.8% | 21 |
|
|
2023
Q2 | $2.59M | Buy |
+27,885
| New | +$2.59M | 2.15% | 18 |
|