Strategic Wealth Management Group’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$920K Buy
2021
Q1
$706K Buy
2020
Q4
$609K Buy
2020
Q3
$486K Buy
2020
Q2
$525K Sell
2020
Q1
$428K Buy
2019
Q4
$522K Buy
2019
Q3
$451K Buy
2019
Q2
$401K Sell
2019
Q1
$332K Sell
2018
Q4
$303K Buy