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