Security National Trust’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $19K | Hold |
200
| – | – | ﹤0.01% | 318 |
|
|
2021
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 326 |
|
|
2021
Q1 | $15K | Buy |
200
+35
| +21% | +$2.63K | ﹤0.01% | 337 |
|
|
2020
Q4 | $11K | Hold |
165
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $9K | Hold |
165
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $9K | Sell |
165
-157
| -49% | -$8.56K | ﹤0.01% | 354 |
|
|
2020
Q1 | $15K | Hold |
322
| – | – | 0.01% | 331 |
|
|
2019
Q4 | $18K | Buy |
322
+157
| +95% | +$8.78K | 0.01% | 327 |
|
|
2019
Q3 | $8K | Hold |
165
| – | – | ﹤0.01% | 331 |
|
|
2019
Q2 | $7K | Buy |
+165
| New | +$7K | ﹤0.01% | 339 |
|
|
2016
Q4 | – | Sell |
-1,136
| Closed | -$29K | – | 430 |
|
|
2016
Q3 | $29K | Buy |
+1,136
| New | +$29K | 0.01% | 314 |
|