Opal 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 | $325K | Sell |
2,170
-29
| -1% | -$4.34K | 0.09% | 124 |
|
2025
Q1 | $307K | Buy |
2,199
+29
| +1% | +$4.05K | 0.09% | 118 |
|
2024
Q4 | $374K | Sell |
2,170
-412
| -16% | -$71K | 0.11% | 111 |
|
2024
Q3 | $395K | Sell |
2,582
-199
| -7% | -$30.5K | 0.12% | 94 |
|
2024
Q2 | $344K | Sell |
2,781
-103
| -4% | -$12.8K | 0.11% | 113 |
|
2024
Q1 | $379K | Sell |
2,884
-103
| -3% | -$13.5K | 0.13% | 106 |
|
2023
Q4 | $391K | Sell |
2,987
-238
| -7% | -$31.2K | 0.15% | 102 |
|
2023
Q3 | $346K | Buy |
3,225
+72
| +2% | +$7.72K | 0.2% | 85 |
|
2023
Q2 | $293K | Buy |
+3,153
| New | +$293K | 0.15% | 97 |
|
2022
Q2 | – | Sell |
-1,851
| Closed | -$235K | – | 114 |
|
2022
Q1 | $235K | Buy |
1,851
+56
| +3% | +$7.11K | 0.2% | 84 |
|
2021
Q4 | $232K | Buy |
+1,795
| New | +$232K | 0.15% | 105 |
|