Peak Financial Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,654
| Closed | -$205K | – | 100 |
|
|
2024
Q2 | $205K | Sell |
1,654
-1,001
| -38% | -$124K | 0.06% | 94 |
|
|
2024
Q1 | $349K | Buy |
2,655
+513
| +24% | +$67.4K | 0.11% | 66 |
|
|
2023
Q4 | $280K | Buy |
2,142
+13
| +0.6% | +$1.7K | 0.09% | 66 |
|
|
2023
Q3 | $228K | Buy |
+2,129
| New | +$228K | 0.08% | 66 |
|
|
2022
Q2 | – | Sell |
-2,031
| Closed | -$258K | – | 70 |
|
|
2022
Q1 | $258K | Buy |
2,031
+18
| +0.9% | +$2.29K | 0.09% | 63 |
|
|
2021
Q4 | $261K | Buy |
2,013
+11
| +0.5% | +$1.43K | 0.08% | 65 |
|
|
2021
Q3 | $233K | Buy |
+2,002
| New | +$233K | 0.08% | 63 |
|