Safeguard Investment Advisory Group’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,729
Closed -$214K 123
2024
Q2
$214K Hold
1,729
0.07% 95
2024
Q1
$227K Hold
1,729
0.08% 93
2023
Q4
$226K Buy
+1,729
New +$226K 0.09% 86