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 |
|