Morningstar Investment 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 |
-1,672
| Closed | -$207K | – | 219 |
|
|
2024
Q2 | $207K | Hold |
1,672
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $220K | Hold |
1,672
| – | – | 0.02% | 191 |
|
|
2023
Q4 | $219K | Sell |
1,672
-497
| -23% | -$65.1K | 0.03% | 183 |
|
|
2023
Q3 | $232K | Hold |
2,169
| – | – | 0.03% | 146 |
|
|
2023
Q2 | $202K | Buy |
+2,169
| New | +$202K | 0.03% | 170 |
|