Seven Post Investment Office’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,251
Closed -$813K 56
2023
Q1
$813K Sell
9,251
-72
-0.8% -$6.32K 0.29% 27
2022
Q4
$692K Buy
+9,323
New +$692K 0.24% 29