MLA
My Legacy Advisors’s Blackstone BX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,731
| Closed | -$214K | – | 199 |
|
2024
Q2 | $214K | Sell |
1,731
-45
| -3% | -$5.57K | 0.07% | 203 |
|
2024
Q1 | $233K | Sell |
1,776
-38
| -2% | -$4.99K | 0.08% | 204 |
|
2023
Q4 | $218K | Buy |
+1,814
| New | +$218K | 0.08% | 198 |
|
2023
Q3 | – | Sell |
-2,332
| Closed | -$240K | – | 205 |
|
2023
Q2 | $240K | Sell |
2,332
-134
| -5% | -$13.8K | 0.09% | 194 |
|
2023
Q1 | $201K | Sell |
2,466
-8,643
| -78% | -$705K | 0.09% | 202 |
|
2022
Q4 | $1.08M | Sell |
11,109
-3,801
| -25% | -$369K | 0.46% | 72 |
|
2022
Q3 | $1.25M | Buy |
14,910
+539
| +4% | +$45.3K | 0.63% | 38 |
|
2022
Q2 | $1.37M | Buy |
14,371
+1,269
| +10% | +$121K | 0.68% | 32 |
|
2022
Q1 | $1.66M | Buy |
+13,102
| New | +$1.66M | 0.77% | 28 |
|