Transamerica Financial Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-460
| Closed | -$13K | – | 435 |
|
|
2016
Q1 | $13K | Hold |
460
| – | – | ﹤0.01% | 517 |
|
|
2015
Q4 | $14K | Sell |
460
-213
| -32% | -$6.48K | ﹤0.01% | 563 |
|
|
2015
Q3 | $21K | Hold |
673
| – | – | ﹤0.01% | 497 |
|
|
2015
Q2 | $27K | Buy |
673
+367
| +120% | +$14.7K | ﹤0.01% | 524 |
|
|
2015
Q1 | $12K | Hold |
306
| – | – | ﹤0.01% | 593 |
|
|
2014
Q4 | $11K | Buy |
+306
| New | +$11K | ﹤0.01% | 486 |
|