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