PWAG
Polaris Wealth Advisory Group’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,423
| Closed | -$221K | – | 162 |
|
|
2022
Q2 | $221K | Sell |
2,423
-927
| -28% | -$84.6K | 0.02% | 125 |
|
|
2022
Q1 | $387K | Sell |
3,350
-8
| -0.2% | -$924 | 0.03% | 126 |
|
|
2021
Q4 | $434K | Buy |
3,358
+18
| +0.5% | +$2.33K | 0.02% | 131 |
|
|
2021
Q3 | $385K | Buy |
3,340
+26
| +0.8% | +$3K | 0.02% | 132 |
|
|
2021
Q2 | $322K | Buy |
3,314
+8
| +0.2% | +$777 | 0.02% | 136 |
|
|
2021
Q1 | $254K | Buy |
3,306
+12
| +0.4% | +$922 | 0.02% | 151 |
|
|
2020
Q4 | $207K | Buy |
+3,294
| New | +$207K | 0.02% | 168 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$15K | – | 184 |
|
|
2018
Q3 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 353 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$13K | – | 272 |
|
|
2018
Q1 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 333 |
|