Mosley 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
Q4 | $737K | Buy |
3,974
+173
| +5% | +$32.1K | 0.46% | 52 |
|
2024
Q3 | $649K | Buy |
3,801
+416
| +12% | +$71K | 0.44% | 49 |
|
2024
Q2 | $419K | Sell |
3,385
-155
| -4% | -$19.2K | 0.36% | 67 |
|
2024
Q1 | $465K | Sell |
3,540
-132
| -4% | -$17.3K | 0.44% | 51 |
|
2023
Q4 | $481K | Buy |
+3,672
| New | +$481K | 0.47% | 43 |
|