Lumature Wealth Partners’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$3.53K Hold
38
﹤0.01% 350
2023
Q1
$3.34K Sell
38
-7,940
-100% -$697K ﹤0.01% 348
2022
Q4
$592K Sell
7,978
-725
-8% -$53.8K 0.33% 53
2022
Q3
$728K Buy
8,703
+92
+1% +$7.7K 0.39% 53
2022
Q2
$786K Buy
8,611
+831
+11% +$75.9K 0.35% 57
2022
Q1
$988K Hold
7,780
0.4% 55
2021
Q4
$1.01M Buy
7,780
+185
+2% +$23.9K 0.39% 58
2021
Q3
$884K Buy
7,595
+429
+6% +$49.9K 0.36% 63
2021
Q2
$696K Buy
7,166
+347
+5% +$33.7K 0.29% 74
2021
Q1
$508K Buy
+6,819
New +$508K 0.27% 83