Legacy Financial Group (Iowa)’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,682
| Closed | -$208K | – | 60 |
|
|
2024
Q2 | $208K | Buy |
1,682
+3
| +0.2% | +$371 | 0.04% | 102 |
|
|
2024
Q1 | $221K | Buy |
+1,679
| New | +$221K | 0.04% | 96 |
|
|
2023
Q4 | – | Sell |
-1,762
| Closed | -$189K | – | 93 |
|
|
2023
Q3 | $189K | Buy |
+1,762
| New | +$189K | 0.04% | 95 |
|