SFWA
Summit Financial Wealth Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,996
| Closed | -$346K | – | 152 |
|
|
2024
Q4 | $346K | Buy |
1,996
+88
| +5% | +$15.3K | 0.07% | 108 |
|
|
2024
Q3 | $292K | Hold |
1,908
| – | – | 0.05% | 119 |
|
|
2024
Q2 | $236K | Sell |
1,908
-2,004
| -51% | -$248K | 0.05% | 125 |
|
|
2024
Q1 | $514K | Hold |
3,912
| – | – | 0.1% | 81 |
|
|
2023
Q4 | $512K | Hold |
3,912
| – | – | 0.12% | 76 |
|
|
2023
Q3 | $387K | Buy |
+3,912
| New | +$387K | 0.1% | 85 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$40K | – | 223 |
|
|
2015
Q2 | $40K | Sell |
1,000
-1,000
| -50% | -$40K | 0.02% | 159 |
|
|
2015
Q1 | $85K | Buy |
+2,000
| New | +$85K | 0.06% | 97 |
|