Mascoma Wealth Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.87K Hold
66
﹤0.01% 323
2025
Q1
$9.23K Hold
66
﹤0.01% 339
2024
Q4
$11.4K Hold
66
﹤0.01% 335
2024
Q3
$10.1K Hold
66
﹤0.01% 327
2024
Q2
$8.17K Hold
66
﹤0.01% 354
2024
Q1
$8.67K Hold
66
﹤0.01% 331
2023
Q4
$8.64K Hold
66
﹤0.01% 332
2023
Q3
$7.07K Hold
66
﹤0.01% 355
2023
Q2
$6.85K Sell
66
-344
-84% -$35.7K ﹤0.01% 357
2023
Q1
$36.6K Sell
410
-60
-13% -$5.36K 0.01% 267
2022
Q4
$34.9K Hold
470
0.01% 274
2022
Q3
$39K Hold
470
0.01% 260
2022
Q2
$43K Hold
470
0.01% 258
2022
Q1
$60K Hold
470
0.02% 239
2021
Q4
$61K Hold
470
0.02% 203
2021
Q3
$55K Buy
+470
New +$55K 0.02% 192
2021
Q2
Sell
-410
Closed -$31K 152
2021
Q1
$31K Buy
+410
New +$31K 0.01% 256