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 |
|