SWS
SYSTM Wealth Solutions’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,975
| Closed | -$391K | – | 710 |
|
|
2024
Q1 | $391K | Sell |
2,975
-138
| -4% | -$18.1K | 0.05% | 309 |
|
|
2023
Q4 | $408K | Buy |
3,113
+22
| +0.7% | +$2.88K | 0.06% | 291 |
|
|
2023
Q3 | $331K | Sell |
3,091
-173
| -5% | -$18.5K | 0.05% | 346 |
|
|
2023
Q2 | $303K | Buy |
3,264
+137
| +4% | +$12.7K | 0.04% | 388 |
|
|
2023
Q1 | $275K | Sell |
3,127
-1,114
| -26% | -$97.9K | 0.04% | 392 |
|
|
2022
Q4 | $315K | Buy |
+4,241
| New | +$315K | 0.04% | 424 |
|