Sweet Financial Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $637K | Buy |
4,157
+1
| +0% | +$153 | 0.14% | 112 |
|
|
2024
Q2 | $515K | Buy |
4,156
+1
| +0% | +$124 | 0.12% | 119 |
|
|
2024
Q1 | $546K | Buy |
4,155
+2
| +0% | +$263 | 0.13% | 121 |
|
|
2023
Q4 | $544K | Buy |
4,153
+1
| +0% | +$131 | 0.13% | 112 |
|
|
2023
Q3 | $445K | Buy |
4,152
+2
| +0% | +$214 | 0.12% | 113 |
|
|
2023
Q2 | $386K | Sell |
4,150
-1
| -0% | -$93 | 0.1% | 120 |
|
|
2023
Q1 | $365K | Hold |
4,151
| – | – | 0.1% | 122 |
|
|
2022
Q4 | $308K | Sell |
4,151
-153
| -4% | -$11.4K | 0.09% | 134 |
|
|
2022
Q3 | $360K | Sell |
4,304
-4,299
| -50% | -$360K | 0.11% | 114 |
|
|
2022
Q2 | $785K | Buy |
8,603
+1,468
| +21% | +$134K | 0.25% | 59 |
|
|
2022
Q1 | $906K | Buy |
7,135
+3,185
| +81% | +$404K | 0.24% | 54 |
|
|
2021
Q4 | $511K | Buy |
+3,950
| New | +$511K | 0.21% | 69 |
|