Trajan Wealth’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,088
| Closed | -$705K | – | 156 |
|
|
2024
Q4 | $705K | Sell |
4,088
-180
| -4% | -$31K | 0.04% | 117 |
|
|
2024
Q3 | $654K | Sell |
4,268
-48
| -1% | -$7.35K | 0.04% | 117 |
|
|
2024
Q2 | $534K | Sell |
4,316
-326
| -7% | -$40.4K | 0.03% | 126 |
|
|
2024
Q1 | $610K | Buy |
+4,642
| New | +$610K | 0.04% | 124 |
|