Mount Yale Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Sell |
5,601
-132
| -2% | -$19.7K | 0.07% | 239 |
|
|
2025
Q1 | $801K | Buy |
5,733
+667
| +13% | +$93.2K | 0.07% | 234 |
|
|
2024
Q4 | $873K | Buy |
5,066
+3,070
| +154% | +$529K | 0.07% | 229 |
|
|
2024
Q3 | $306K | Buy |
1,996
+7
| +0.4% | +$1.07K | 0.03% | 429 |
|
|
2024
Q2 | $246K | Sell |
1,989
-105
| -5% | -$13K | 0.02% | 485 |
|
|
2024
Q1 | $275K | Buy |
2,094
+41
| +2% | +$5.39K | 0.02% | 472 |
|
|
2023
Q4 | $269K | Buy |
2,053
+64
| +3% | +$8.38K | 0.03% | 436 |
|
|
2023
Q3 | $213K | Buy |
+1,989
| New | +$213K | 0.02% | 464 |
|
|
2022
Q2 | – | Sell |
-1,669
| Closed | -$212K | – | 458 |
|
|
2022
Q1 | $212K | Sell |
1,669
-101
| -6% | -$12.8K | 0.02% | 440 |
|
|
2021
Q4 | $229K | Hold |
1,770
| – | – | 0.02% | 421 |
|
|
2021
Q3 | $206K | Buy |
+1,770
| New | +$206K | 0.02% | 439 |
|
|
2018
Q4 | – | Sell |
-1,266
| Closed | -$45K | – | 378 |
|
|
2018
Q3 | $45K | Hold |
1,266
| – | – | 0.01% | 618 |
|
|
2018
Q2 | $41K | Hold |
1,266
| – | – | 0.01% | 665 |
|
|
2018
Q1 | $40K | Buy |
+1,266
| New | +$40K | 0.01% | 658 |
|