SVWAG
Sound View Wealth Advisors Group’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
8,035
+504
| +7% | +$75.4K | 0.09% | 169 |
|
|
2025
Q1 | $1.05M | Sell |
7,531
-579
| -7% | -$80.9K | 0.09% | 167 |
|
|
2024
Q4 | $1.4M | Buy |
8,110
+74
| +0.9% | +$12.8K | 0.11% | 152 |
|
|
2024
Q3 | $1.23M | Buy |
8,036
+1,069
| +15% | +$164K | 0.1% | 166 |
|
|
2024
Q2 | $862K | Buy |
6,967
+112
| +2% | +$13.9K | 0.09% | 171 |
|
|
2024
Q1 | $901K | Sell |
6,855
-991
| -13% | -$130K | 0.1% | 174 |
|
|
2023
Q4 | $1.03M | Buy |
7,846
+1,001
| +15% | +$131K | 0.11% | 154 |
|
|
2023
Q3 | $733K | Buy |
6,845
+1,379
| +25% | +$148K | 0.09% | 178 |
|
|
2023
Q2 | $508K | Sell |
5,466
-74
| -1% | -$6.88K | 0.07% | 221 |
|
|
2023
Q1 | $487K | Sell |
5,540
-2,306
| -29% | -$203K | 0.07% | 222 |
|
|
2022
Q4 | $1.03M | Buy |
+7,846
| New | +$1.03M | 0.11% | 154 |
|