McNamara Financial Services’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-10,175
Closed -$297K 44
2015
Q4
$297K Sell
10,175
-4,142
-29% -$121K 0.29% 53
2015
Q3
$445K Hold
14,317
0.47% 46
2015
Q2
$574K Sell
14,317
-5,222
-27% -$209K 0.54% 49
2015
Q1
$746K Sell
19,539
-17,425
-47% -$665K 0.69% 51
2014
Q4
$1.23M Buy
+36,964
New +$1.23M 1.12% 48