Minot Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $262K | Hold |
2,875
| – | – | 0.07% | 153 |
|
2022
Q1 | $365K | Sell |
2,875
-2,500
| -47% | -$317K | 0.08% | 145 |
|
2021
Q4 | $695K | Buy |
5,375
+2,275
| +73% | +$294K | 0.13% | 108 |
|
2021
Q3 | $361K | Sell |
3,100
-250
| -7% | -$29.1K | 0.08% | 145 |
|
2021
Q2 | $334K | Hold |
3,350
| – | – | 0.07% | 146 |
|
2021
Q1 | $250K | Hold |
3,350
| – | – | 0.06% | 157 |
|
2020
Q4 | $217K | Sell |
3,350
-1,000
| -23% | -$64.8K | 0.06% | 147 |
|
2020
Q3 | $227K | Hold |
4,350
| – | – | 0.09% | 123 |
|
2020
Q2 | $246K | Buy |
+4,350
| New | +$246K | 0.12% | 97 |
|
2020
Q1 | – | Sell |
-5,000
| Closed | -$314K | – | 108 |
|
2019
Q4 | $314K | Buy |
+5,000
| New | +$314K | 0.14% | 104 |
|