LGWM
Litman Gregory Wealth Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,250
| Closed | -$1.02M | – | 141 |
|
|
2024
Q2 | $1.02M | Hold |
8,250
| – | – | 0.09% | 70 |
|
|
2024
Q1 | $1.08M | Sell |
8,250
-2,300
| -22% | -$302K | 0.1% | 70 |
|
|
2023
Q4 | $1.38M | Sell |
10,550
-7,075
| -40% | -$926K | 0.13% | 61 |
|
|
2023
Q3 | $1.89M | Buy |
+17,625
| New | +$1.89M | 0.19% | 54 |
|