Total Clarity Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,929
| Closed | -$648K | – | 256 |
|
|
2024
Q1 | $648K | Hold |
4,929
| – | – | 0.23% | 117 |
|
|
2023
Q4 | $645K | Hold |
4,929
| – | – | 0.26% | 108 |
|
|
2023
Q3 | $528K | Sell |
4,929
-300
| -6% | -$32.1K | 0.25% | 106 |
|
|
2023
Q2 | $486K | Buy |
+5,229
| New | +$486K | 0.24% | 105 |
|
|
2022
Q4 | – | Sell |
-5,170
| Closed | -$433K | – | 230 |
|
|
2022
Q3 | $433K | Sell |
5,170
-37
| -0.7% | -$3.1K | 0.27% | 104 |
|
|
2022
Q2 | $475K | Sell |
5,207
-65
| -1% | -$5.93K | 0.25% | 99 |
|
|
2022
Q1 | $669K | Sell |
5,272
-98
| -2% | -$12.4K | 0.37% | 73 |
|
|
2021
Q4 | $695K | Buy |
5,370
+200
| +4% | +$25.9K | 0.32% | 82 |
|
|
2021
Q3 | $601K | Buy |
+5,170
| New | +$601K | 0.29% | 89 |
|