Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $124K | Buy |
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|
2024
Q3 | $110K | Buy |
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|
2024
Q2 | $88.4K | Buy |
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|
2024
Q1 | $93.1K | Buy |
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|
2023
Q4 | $92.1K | Buy |
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|
2023
Q3 | $74.8K | Buy |
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|
2023
Q2 | $64.4K | Buy |
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|
2023
Q1 | $60.2K | Buy |
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|
2022
Q4 | $50.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $56K | Sell |
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|
2022
Q1 | $83K | Buy |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | $63K | Buy |
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|
2021
Q2 | $52K | Sell |
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|
2021
Q1 | $79 | Buy |
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