Smallwood Wealth Investment Management’s Blackstone BX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$180K	Buy	1,287 +6	+0.5%	+$839	0.11%	83
2024 Q4	$221K	Buy	+1,281	New	+$221K	0.15%	71
2022 Q3	–	Sell	-2,193	Closed	-$200K	–	74
2022 Q2	$200K	Buy	+2,193	New	+$200K	0.2%	60