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