Strategic Wealth Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$104K Hold
2021
Q1
$80K Hold
2020
Q4
$69K Sell
2020
Q3
$61K Sell
2020
Q2
$3.01M Sell
2020
Q1
$2.42M Buy
2019
Q4
$2.95M Buy
2019
Q3
$2.57M Buy
2019
Q2
$2.06M Buy