Lucia Wealth Services’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-87,645	Closed	-$2.8M	–	205
2018 Q1	$2.8M	Buy	87,645 +23,902	+37%	+$764K	0.91%	41
2017 Q4	$2.04M	Buy	+63,743	New	+$2.04M	0.9%	25