Phoenix Wealth Advisors’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 |
-2,425
| Closed | -$300K | – | 123 |
|
|
2024
Q2 | $300K | Buy |
+2,425
| New | +$300K | 0.15% | 97 |
|
|
2022
Q4 | – | Sell |
-3,395
| Closed | -$284K | – | 111 |
|
|
2022
Q3 | $284K | Sell |
3,395
-80
| -2% | -$6.69K | 0.28% | 76 |
|
|
2022
Q2 | $317K | Buy |
+3,475
| New | +$317K | 0.31% | 76 |
|
|
2022
Q1 | – | Sell |
-3,395
| Closed | -$439K | – | 99 |
|
|
2021
Q4 | $439K | Hold |
3,395
| – | – | 0.33% | 68 |
|
|
2021
Q3 | $395K | Hold |
3,395
| – | – | 0.29% | 71 |
|
|
2021
Q2 | $331K | Hold |
3,395
| – | – | 0.24% | 90 |
|
|
2021
Q1 | $255K | Hold |
3,395
| – | – | 0.2% | 99 |
|
|
2020
Q4 | $220K | Buy |
+3,395
| New | +$220K | 0.17% | 103 |
|