Peak Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,412
| Closed | -$1.37M | – | 68 |
|
|
2022
Q3 | $1.37M | Buy |
16,412
+10,747
| +190% | +$900K | 1.69% | 26 |
|
|
2022
Q2 | $517K | Buy |
5,665
+223
| +4% | +$20.4K | 0.51% | 40 |
|
|
2022
Q1 | $691K | Buy |
5,442
+247
| +5% | +$31.4K | 0.59% | 42 |
|
|
2021
Q4 | $672K | Buy |
+5,195
| New | +$672K | 0.52% | 40 |
|