Stonebridge Financial Planning Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-622
| Closed | -$77K | – | 143 |
|
|
2021
Q4 | $77K | Hold |
622
| – | – | 0.04% | 186 |
|
|
2021
Q3 | $90K | Hold |
622
| – | – | 0.04% | 176 |
|
|
2021
Q2 | $63K | Hold |
622
| – | – | 0.03% | 190 |
|
|
2021
Q1 | $48K | Hold |
622
| – | – | 0.03% | 216 |
|
|
2020
Q4 | $40K | Buy |
622
+600
| +2,727% | +$38.6K | 0.03% | 215 |
|
|
2020
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 373 |
|
|
2020
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 382 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 397 |
|
|
2019
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 350 |
|