Liberty Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-271
| Closed | -$32K | – | 292 |
|
|
2021
Q3 | $32K | Buy |
271
+16
| +6% | +$1.89K | 0.01% | 520 |
|
|
2021
Q2 | $25K | Hold |
255
| – | – | 0.01% | 459 |
|
|
2021
Q1 | $17K | Hold |
255
| – | – | 0.01% | 484 |
|
|
2020
Q4 | $17K | Buy |
255
+15
| +6% | +$1K | 0.01% | 480 |
|
|
2020
Q3 | $13K | Hold |
240
| – | – | 0.01% | 472 |
|
|
2020
Q2 | $14K | Buy |
240
+177
| +281% | +$10.3K | 0.01% | 431 |
|
|
2020
Q1 | $3K | Hold |
63
| – | – | ﹤0.01% | 662 |
|
|
2019
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 721 |
|
|
2019
Q3 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 697 |
|