Lenox Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $68K | Sell |
593
-21
| -3% | -$2.41K | 0.01% | 208 |
|
2021
Q4 | $79K | Sell |
614
-14
| -2% | -$1.8K | 0.01% | 196 |
|
2021
Q3 | $73K | Buy |
628
+50
| +9% | +$5.81K | 0.01% | 185 |
|
2021
Q2 | $56K | Hold |
578
| – | – | 0.01% | 217 |
|
2021
Q1 | $43K | Sell |
578
-31
| -5% | -$2.31K | 0.01% | 209 |
|
2020
Q4 | $39K | Hold |
609
| – | – | 0.01% | 213 |
|
2020
Q3 | $32K | Hold |
609
| – | – | ﹤0.01% | 213 |
|
2020
Q2 | $35K | Buy |
609
+31
| +5% | +$1.78K | 0.01% | 200 |
|
2020
Q1 | $26K | Hold |
578
| – | – | ﹤0.01% | 218 |
|
2019
Q4 | $32K | Hold |
578
| – | – | 0.01% | 244 |
|
2019
Q3 | $28K | Buy |
+578
| New | +$28K | ﹤0.01% | 226 |
|
2016
Q4 | – | Sell |
-1,629
| Closed | -$42K | – | 121 |
|
2016
Q3 | $42K | Hold |
1,629
| – | – | 0.01% | 100 |
|
2016
Q2 | $40K | Hold |
1,629
| – | – | 0.01% | 101 |
|
2016
Q1 | $46K | Buy |
1,629
+1,050
| +181% | +$29.7K | 0.01% | 92 |
|
2015
Q4 | $17K | Sell |
579
-11
| -2% | -$323 | 0.01% | 151 |
|
2015
Q3 | $18K | Buy |
+590
| New | +$18K | 0.01% | 142 |
|