Measured Wealth Private Client Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,103
| Closed | -$275K | – | 187 |
|
|
2023
Q4 | $275K | Hold |
2,103
| – | – | 0.1% | 146 |
|
|
2023
Q3 | $225K | Buy |
+2,103
| New | +$225K | 0.09% | 153 |
|
|
2022
Q2 | – | Sell |
-2,103
| Closed | -$267K | – | 176 |
|
|
2022
Q1 | $267K | Hold |
2,103
| – | – | 0.1% | 129 |
|
|
2021
Q4 | $272K | Hold |
2,103
| – | – | 0.1% | 131 |
|
|
2021
Q3 | $245K | Sell |
2,103
-100
| -5% | -$11.7K | 0.09% | 140 |
|
|
2021
Q2 | $214K | Buy |
+2,203
| New | +$214K | 0.07% | 163 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$2K | – | 184 |
|
|
2018
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 763 |
|