Resurgent Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-172
| Closed | -$22.5K | – | 235 |
|
|
2023
Q4 | $22.5K | Buy |
+172
| New | +$22.5K | 0.01% | 469 |
|
|
2023
Q1 | – | Sell |
-5,402
| Closed | -$401K | – | 502 |
|
|
2022
Q4 | $401K | Buy |
5,402
+2,084
| +63% | +$155K | 0.21% | 106 |
|
|
2022
Q3 | $278K | Buy |
3,318
+107
| +3% | +$8.97K | 0.19% | 138 |
|
|
2022
Q2 | $293K | Buy |
3,211
+53
| +2% | +$4.84K | 0.19% | 132 |
|
|
2022
Q1 | $401K | Buy |
+3,158
| New | +$401K | 0.25% | 99 |
|