SDAM
Shulman DeMeo Asset Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,232
| Closed | -$464K | – | 74 |
|
|
2021
Q1 | $464K | Buy |
6,232
+1,043
| +20% | +$77.7K | 0.13% | 79 |
|
|
2020
Q4 | $336K | Buy |
+5,189
| New | +$336K | 0.1% | 98 |
|
|
2020
Q3 | – | Sell |
-4,912
| Closed | -$278K | – | 119 |
|
|
2020
Q2 | $278K | Buy |
4,912
+495
| +11% | +$28K | 0.11% | 89 |
|
|
2020
Q1 | $201K | Sell |
4,417
-1,875
| -30% | -$85.3K | 0.09% | 92 |
|
|
2019
Q4 | $352K | Buy |
6,292
+275
| +5% | +$15.4K | 0.12% | 88 |
|
|
2019
Q3 | $294K | Sell |
6,017
-2,648
| -31% | -$129K | 0.1% | 99 |
|
|
2019
Q2 | $385K | Sell |
8,665
-1,085
| -11% | -$48.2K | 0.14% | 77 |
|
|
2019
Q1 | $341K | Buy |
9,750
+95
| +1% | +$3.32K | 0.13% | 78 |
|
|
2018
Q4 | $288K | Buy |
+9,655
| New | +$288K | 0.16% | 49 |
|