New Wave Wealth 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 | $263K | Buy |
+1,759
| New | +$263K | 0.11% | 105 |
|
2025
Q1 | – | Sell |
-1,199
| Closed | -$207K | – | 205 |
|
2024
Q4 | $207K | Sell |
1,199
-457
| -28% | -$78.8K | 0.08% | 133 |
|
2024
Q3 | $254K | Sell |
1,656
-155
| -9% | -$23.7K | 0.12% | 123 |
|
2024
Q2 | $224K | Buy |
+1,811
| New | +$224K | 0.12% | 125 |
|