Redmont 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
Q4 | – | Sell |
-173
| Closed | -$26.5K | – | 101 |
|
2024
Q3 | $26.5K | Hold |
173
| – | – | 0.04% | 117 |
|
2024
Q2 | $21.4K | Hold |
173
| – | – | 0.03% | 130 |
|
2024
Q1 | $22.7K | Buy |
+173
| New | +$22.7K | 0.03% | 139 |
|
2022
Q4 | – | Sell |
-4,425
| Closed | -$370K | – | 107 |
|
2022
Q3 | $370K | Buy |
4,425
+495
| +13% | +$41.4K | 0.48% | 50 |
|
2022
Q2 | $359K | Buy |
3,930
+60
| +2% | +$5.48K | 0.43% | 51 |
|
2022
Q1 | $491K | Buy |
3,870
+430
| +13% | +$54.6K | 0.52% | 49 |
|
2021
Q4 | $445K | Buy |
+3,440
| New | +$445K | 0.48% | 47 |
|