Planned Solutions’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,166
| Closed | -$179K | – | 182 |
|
|
2024
Q3 | $179K | Buy |
+1,166
| New | +$179K | 0.07% | 125 |
|
|
2024
Q1 | – | Sell |
-1,166
| Closed | -$153K | – | 157 |
|
|
2023
Q4 | $153K | Buy |
+1,166
| New | +$153K | 0.07% | 119 |
|
|
2021
Q1 | – | Sell |
-1,067
| Closed | -$69K | – | 110 |
|
|
2020
Q4 | $69K | Buy |
1,067
+500
| +88% | +$32.3K | 0.06% | 151 |
|
|
2020
Q3 | $30K | Buy |
+567
| New | +$30K | 0.03% | 193 |
|