Synergy Asset Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-27,758
Closed -$2.44M 92
2023
Q1
$2.44M Buy
27,758
+1,586
+6% +$139K 0.58% 51
2022
Q4
$1.94M Buy
26,172
+1,107
+4% +$82.1K 0.5% 48
2022
Q3
$2.1M Sell
25,065
-4,591
-15% -$384K 0.57% 44
2022
Q2
$2.71M Buy
+29,656
New +$2.71M 0.72% 38