MGB Wealth Management’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,625	Closed	-$598K	–	277
2024 Q2	$598K	Hold	4,625	–	–	0.22%	101
2024 Q1	$608K	Buy	4,625 +125	+3%	+$16.4K	0.25%	95
2023 Q4	$589K	Buy	+4,500	New	+$589K	0.3%	92