Squar Milner Financial Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-951
| Closed | -$43K | – | 281 |
|
2020
Q1 | $43K | Sell |
951
-2,975
| -76% | -$135K | 0.03% | 368 |
|
2019
Q4 | $219K | Buy |
+3,926
| New | +$219K | 0.11% | 187 |
|
2019
Q3 | – | Sell |
-4,926
| Closed | -$219K | – | 289 |
|
2019
Q2 | $219K | Sell |
4,926
-4,250
| -46% | -$189K | 0.15% | 150 |
|
2019
Q1 | $320K | Hold |
9,176
| – | – | 0.24% | 101 |
|
2018
Q4 | $274K | Sell |
9,176
-240
| -3% | -$7.17K | 0.26% | 99 |
|
2018
Q3 | $359K | Sell |
9,416
-215
| -2% | -$8.2K | 0.32% | 79 |
|
2018
Q2 | $310K | Hold |
9,631
| – | – | 0.27% | 98 |
|
2018
Q1 | $308K | Hold |
9,631
| – | – | 0.39% | 89 |
|
2017
Q4 | $352K | Buy |
+9,631
| New | +$352K | 0.43% | 81 |
|