SIA
Schechter Investment Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.53M | Buy |
18,104
+1,085
| +6% | +$152K | 0.21% | 97 |
|
|
2024
Q4 | $2.93M | Sell |
17,019
-536
| -3% | -$92.4K | 0.22% | 92 |
|
|
2024
Q3 | $2.69M | Sell |
17,555
-168
| -0.9% | -$25.7K | 0.2% | 95 |
|
|
2024
Q2 | $2.19M | Sell |
17,723
-1,228
| -6% | -$152K | 0.17% | 108 |
|
|
2024
Q1 | $2.49M | Sell |
18,951
-65
| -0.3% | -$8.54K | 0.19% | 101 |
|
|
2023
Q4 | $2.49M | Sell |
19,016
-329
| -2% | -$43.1K | 0.22% | 85 |
|
|
2023
Q3 | $2.07M | Sell |
19,345
-1,108
| -5% | -$119K | 0.2% | 94 |
|
|
2023
Q2 | $1.9M | Buy |
20,453
+1,369
| +7% | +$127K | 0.17% | 113 |
|
|
2023
Q1 | $1.68M | Buy |
19,084
+4,801
| +34% | +$422K | 0.16% | 145 |
|
|
2022
Q4 | $1.06M | Sell |
14,283
-3,658
| -20% | -$271K | 0.1% | 269 |
|
|
2022
Q3 | $1.5M | Buy |
17,941
+819
| +5% | +$68.5K | 0.15% | 160 |
|
|
2022
Q2 | $1.56M | Buy |
17,122
+2,791
| +19% | +$255K | 0.15% | 143 |
|
|
2022
Q1 | $1.82M | Buy |
14,331
+580
| +4% | +$73.6K | 0.17% | 119 |
|
|
2021
Q4 | $1.78M | Buy |
+13,751
| New | +$1.78M | 0.16% | 141 |
|