Meristem Family Wealth’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $616K | Sell |
4,855
-1,814
| -27% | -$230K | 0.07% | 166 |
|
|
2021
Q4 | $863K | Buy |
6,669
+450
| +7% | +$58.2K | 0.07% | 157 |
|
|
2021
Q3 | $724K | Buy |
6,219
+3,019
| +94% | +$351K | 0.07% | 173 |
|
|
2021
Q2 | $311K | Hold |
3,200
| – | – | 0.05% | 245 |
|
|
2021
Q1 | $238K | Hold |
3,200
| – | – | 0.05% | 204 |
|
|
2020
Q4 | $207K | Buy |
+3,200
| New | +$207K | 0.04% | 213 |
|
|
2016
Q4 | – | Sell |
-13,900
| Closed | -$355K | – | 112 |
|
|
2016
Q3 | $355K | Buy |
+13,900
| New | +$355K | 0.15% | 78 |
|