Lipe & Dalton’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
-1,200
Closed -$207K 91
2024
Q4
$207K Sell
1,200
-200
-14% -$34.5K 0.11% 76
2024
Q3
$214K Buy
+1,400
New +$214K 0.11% 82