Retirement Design & Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-23,900
| Closed | -$587K | – | 10 |
|
|
2016
Q2 | $587K | Buy |
23,900
+225
| +1% | +$5.53K | 0.37% | 48 |
|
|
2016
Q1 | $664K | Sell |
23,675
-932
| -4% | -$26.1K | 0.47% | 44 |
|
|
2015
Q4 | $720K | Sell |
24,607
-1,415
| -5% | -$41.4K | 0.4% | 48 |
|
|
2015
Q3 | $809K | Buy |
26,022
+33
| +0.1% | +$1.03K | 0.84% | 34 |
|
|
2015
Q2 | $1.04M | Buy |
25,989
+1,358
| +6% | +$54.4K | 0.9% | 33 |
|
|
2015
Q1 | $938K | Buy |
+24,631
| New | +$938K | 0.82% | 37 |
|