Selective Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
1,810
| – | – | 0.1% | 82 |
|
|
2025
Q1 | $230K | Hold |
1,810
| – | – | 0.1% | 90 |
|
|
2024
Q4 | $306K | Hold |
1,810
| – | – | 0.12% | 74 |
|
|
2024
Q3 | $270K | Hold |
1,810
| – | – | 0.11% | 89 |
|
|
2024
Q2 | $220K | Sell |
1,810
-804
| -31% | -$97.5K | 0.1% | 96 |
|
|
2024
Q1 | $330K | Hold |
2,614
| – | – | 0.14% | 74 |
|
|
2023
Q4 | $321K | Hold |
2,614
| – | – | 0.16% | 63 |
|
|
2023
Q3 | $272K | Sell |
2,614
-500
| -16% | -$52.1K | 0.15% | 64 |
|
|
2023
Q2 | $291K | Buy |
+3,114
| New | +$291K | 0.15% | 79 |
|
|
2022
Q4 | $318K | Buy |
3,737
+5
| +0.1% | +$425 | 0.17% | 81 |
|
|
2022
Q3 | $312K | Sell |
3,732
-393
| -10% | -$32.9K | 0.13% | 91 |
|
|
2022
Q2 | $376K | Hold |
4,125
| – | – | 0.13% | 97 |
|
|
2022
Q1 | $524K | Hold |
4,125
| – | – | 0.19% | 65 |
|
|
2021
Q4 | $534K | Buy |
4,125
+100
| +2% | +$12.9K | 0.22% | 55 |
|
|
2021
Q3 | $468K | Buy |
4,025
+1,725
| +75% | +$201K | 0.25% | 46 |
|
|
2021
Q2 | $223K | Buy |
2,300
+1,843
| +403% | +$179K | 0.18% | 65 |
|
|
2021
Q1 | $34K | Buy |
457
+3
| +0.7% | +$223 | 0.03% | 151 |
|
|
2020
Q4 | $29K | Buy |
454
+3
| +0.7% | +$192 | 0.02% | 147 |
|
|
2020
Q3 | $24K | Buy |
451
+201
| +80% | +$10.7K | 0.02% | 137 |
|
|
2020
Q2 | $14K | Buy |
250
+2
| +0.8% | +$112 | 0.01% | 208 |
|
|
2020
Q1 | $11K | Buy |
248
+3
| +1% | +$133 | 0.02% | 144 |
|
|
2019
Q4 | $14K | Buy |
245
+2
| +0.8% | +$114 | 0.02% | 141 |
|
|
2019
Q3 | $12K | Buy |
+243
| New | +$12K | 0.02% | 157 |
|
|
2018
Q3 | $9K | Buy |
+230
| New | +$9K | 0.11% | 91 |
|