Sutton Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.02M | Buy |
28,176
+1,170
| +4% | +$125K | 1.48% | 17 |
|
|
2023
Q2 | $2.51M | Buy |
27,006
+88
| +0.3% | +$8.18K | 1.22% | 17 |
|
|
2023
Q1 | $2.36M | Buy |
26,918
+1,339
| +5% | +$118K | 1.26% | 18 |
|
|
2022
Q4 | $1.9M | Buy |
25,579
+586
| +2% | +$43.5K | 0.72% | 25 |
|
|
2022
Q3 | $2.09M | Buy |
24,993
+942
| +4% | +$78.8K | 0.85% | 24 |
|
|
2022
Q2 | $2.19M | Buy |
24,051
+85
| +0.4% | +$7.76K | 0.87% | 24 |
|
|
2022
Q1 | $3.04M | Sell |
23,966
-1,005
| -4% | -$128K | 1.05% | 21 |
|
|
2021
Q4 | $3.23M | Buy |
24,971
+834
| +3% | +$108K | 1.08% | 22 |
|
|
2021
Q3 | $2.81M | Sell |
24,137
-166
| -0.7% | -$19.3K | 1.04% | 22 |
|
|
2021
Q2 | $2.36M | Buy |
24,303
+126
| +0.5% | +$12.2K | 0.86% | 26 |
|
|
2021
Q1 | $1.8M | Buy |
24,177
+143
| +0.6% | +$10.7K | 0.71% | 27 |
|
|
2020
Q4 | $1.56M | Sell |
24,034
-195
| -0.8% | -$12.6K | 0.66% | 30 |
|
|
2020
Q3 | $1.26M | Buy |
24,229
+636
| +3% | +$33.2K | 0.61% | 31 |
|
|
2020
Q2 | $1.34M | Buy |
23,593
+1,906
| +9% | +$108K | 0.7% | 28 |
|
|
2020
Q1 | $988K | Buy |
21,687
+53
| +0.2% | +$2.42K | 0.62% | 30 |
|
|
2019
Q4 | $1.21M | Buy |
21,634
+1,445
| +7% | +$80.8K | 0.62% | 31 |
|
|
2019
Q3 | $986K | Buy |
20,189
+32
| +0.2% | +$1.56K | 0.55% | 33 |
|
|
2019
Q2 | $895K | Buy |
20,157
+62
| +0.3% | +$2.75K | 0.51% | 35 |
|
|
2019
Q1 | $703K | Buy |
20,095
+991
| +5% | +$34.7K | 0.41% | 45 |
|
|
2018
Q4 | $569K | Buy |
19,104
+13,019
| +214% | +$388K | 0.37% | 47 |
|
|
2018
Q3 | $232K | Buy |
6,085
+85
| +1% | +$3.24K | 0.15% | 114 |
|
|
2018
Q2 | $193K | Buy |
6,000
+1,186
| +25% | +$38.2K | 0.13% | 127 |
|
|
2018
Q1 | $154K | Buy |
4,814
+359
| +8% | +$11.5K | 0.11% | 149 |
|
|
2017
Q4 | $143K | Buy |
4,455
+1,686
| +61% | +$54K | 0.1% | 158 |
|
|
2017
Q3 | $92.4K | Buy |
2,769
+919
| +50% | +$30.7K | 0.07% | 200 |
|
|
2017
Q2 | $61.7K | Buy |
1,850
+664
| +56% | +$22.1K | 0.05% | 234 |
|
|
2017
Q1 | $35.2K | Buy |
1,186
+486
| +69% | +$14.4K | 0.03% | 334 |
|
|
2016
Q4 | $18.9K | Hold |
700
| – | – | 0.02% | 515 |
|
|
2016
Q3 | $17.9K | Hold |
700
| – | – | 0.02% | 492 |
|
|
2016
Q2 | $17.2K | Hold |
700
| – | – | 0.02% | 487 |
|
|
2016
Q1 | $19.6K | Buy |
+700
| New | +$19.6K | 0.02% | 444 |
|