Strategic Wealth Management Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $920K | Buy |
9,468
+1
| +0% | +$97 | 0.34% | 42 |
|
|
2021
Q1 | $706K | Buy |
9,467
+75
| +0.8% | +$5.59K | 0.27% | 50 |
|
|
2020
Q4 | $609K | Buy |
9,392
+77
| +0.8% | +$4.99K | 0.26% | 53 |
|
|
2020
Q3 | $486K | Buy |
9,315
+55
| +0.6% | +$2.87K | 0.24% | 57 |
|
|
2020
Q2 | $525K | Sell |
9,260
-142
| -2% | -$8.05K | 0.31% | 45 |
|
|
2020
Q1 | $428K | Buy |
9,402
+76
| +0.8% | +$3.46K | 0.32% | 42 |
|
|
2019
Q4 | $522K | Buy |
9,326
+85
| +0.9% | +$4.76K | 0.34% | 42 |
|
|
2019
Q3 | $451K | Buy |
9,241
+213
| +2% | +$10.4K | 0.32% | 44 |
|
|
2019
Q2 | $401K | Sell |
9,028
-467
| -5% | -$20.7K | 0.31% | 45 |
|
|
2019
Q1 | $332K | Sell |
9,495
-664
| -7% | -$23.2K | 0.27% | 55 |
|
|
2018
Q4 | $303K | Buy |
+10,159
| New | +$303K | 0.29% | 56 |
|