Planning Directions’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
1,492
-191
| -11% | -$28.6K | 0.13% | 78 |
|
|
2025
Q1 | $235K | Buy |
1,683
+105
| +7% | +$14.7K | 0.1% | 111 |
|
|
2024
Q4 | $272K | Buy |
1,578
+37
| +2% | +$6.38K | 0.16% | 69 |
|
|
2024
Q3 | $236K | Buy |
+1,541
| New | +$236K | 0.14% | 72 |
|
|
2024
Q2 | – | Sell |
-1,523
| Closed | -$200K | – | 72 |
|
|
2024
Q1 | $200K | Buy |
+1,523
| New | +$200K | 0.14% | 76 |
|