Portside Wealth Group’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 | Buy |
+1,492
| New | +$223K | 0.03% | 422 |
|
|
2025
Q1 | – | Sell |
-1,310
| Closed | -$226K | – | 423 |
|
|
2024
Q4 | $226K | Sell |
1,310
-5
| -0.4% | -$862 | 0.04% | 379 |
|
|
2024
Q3 | $201K | Buy |
+1,315
| New | +$201K | 0.03% | 373 |
|
|
2024
Q2 | – | Sell |
-1,731
| Closed | -$227K | – | 363 |
|
|
2024
Q1 | $227K | Sell |
1,731
-288
| -14% | -$37.8K | 0.04% | 329 |
|
|
2023
Q4 | $264K | Sell |
2,019
-26
| -1% | -$3.4K | 0.05% | 287 |
|
|
2023
Q3 | $219K | Buy |
+2,045
| New | +$219K | 0.04% | 303 |
|