Mariner Independent Advisor Network’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $1.63M | Sell |
19,452
-2,037
| -9% | -$170K | 0.07% | 279 |
|
2022
Q2 | $2.04M | Buy |
21,489
+9,375
| +77% | +$892K | 0.09% | 240 |
|
2022
Q1 | $1.54M | Buy |
+12,114
| New | +$1.54M | 0.06% | 299 |
|
2020
Q3 | – | Sell |
-12,370
| Closed | -$695K | – | 308 |
|
2020
Q2 | $695K | Buy |
12,370
+960
| +8% | +$53.9K | 0.06% | 244 |
|
2020
Q1 | $466K | Sell |
11,410
-24,946
| -69% | -$1.02M | 0.04% | 287 |
|
2019
Q4 | $2.04M | Sell |
36,356
-5,776
| -14% | -$323K | 0.15% | 163 |
|
2019
Q3 | $2.03M | Sell |
42,132
-17,952
| -30% | -$863K | 0.15% | 150 |
|
2019
Q2 | $2.7M | Buy |
60,084
+27,512
| +84% | +$1.24M | 0.2% | 123 |
|
2019
Q1 | $1.15M | Sell |
32,572
-30,927
| -49% | -$1.09M | 0.1% | 217 |
|
2018
Q4 | $1.95M | Buy |
63,499
+12,257
| +24% | +$375K | 0.17% | 134 |
|
2018
Q3 | $1.91M | Buy |
+51,242
| New | +$1.91M | 0.24% | 95 |
|
2018
Q2 | – | Sell |
-26,971
| Closed | -$861K | – | 166 |
|
2018
Q1 | $861K | Sell |
26,971
-543
| -2% | -$17.3K | 0.05% | 234 |
|
2017
Q4 | $881K | Buy |
+27,514
| New | +$881K | 0.09% | 193 |
|
2017
Q1 | – | Sell |
-18,753
| Closed | -$507K | – | 264 |
|
2016
Q4 | $507K | Buy |
+18,753
| New | +$507K | 0.08% | 126 |
|