Traverso Chambers Private Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $1.72M | Sell |
13,145
-66
| -0.5% | -$8.64K | 0.42% | 37 |
|
2023
Q3 | $1.42M | Buy |
13,211
+101
| +0.8% | +$10.8K | 0.38% | 40 |
|
2023
Q2 | $1.22M | Sell |
13,110
-74
| -0.6% | -$6.88K | 0.32% | 42 |
|
2023
Q1 | $1.16M | Buy |
13,184
+1
| +0% | +$88 | 0.32% | 43 |
|
2022
Q4 | $978K | Buy |
13,183
+99
| +0.8% | +$7.35K | 0.28% | 45 |
|
2022
Q3 | $1.1M | Buy |
13,084
+465
| +4% | +$38.9K | 0.34% | 44 |
|
2022
Q2 | $1.15M | Buy |
12,619
+576
| +5% | +$52.5K | 0.38% | 38 |
|
2022
Q1 | $1.53M | Sell |
12,043
-57
| -0.5% | -$7.24K | 0.46% | 36 |
|
2021
Q4 | $1.57M | Buy |
12,100
+142
| +1% | +$18.4K | 0.46% | 33 |
|
2021
Q3 | $1.39M | Sell |
11,958
-139
| -1% | -$16.2K | 0.43% | 32 |
|
2021
Q2 | $1.18M | Buy |
12,097
+698
| +6% | +$67.8K | 0.37% | 38 |
|
2021
Q1 | $850K | Buy |
11,399
+207
| +2% | +$15.4K | 0.29% | 47 |
|
2020
Q4 | $725K | Sell |
11,192
-66
| -0.6% | -$4.28K | 0.26% | 48 |
|
2020
Q3 | $588K | Buy |
11,258
+675
| +6% | +$35.3K | 0.23% | 54 |
|
2020
Q2 | $600K | Buy |
10,583
+513
| +5% | +$29.1K | 0.25% | 52 |
|
2020
Q1 | $459K | Buy |
10,070
+277
| +3% | +$12.6K | 0.22% | 56 |
|
2019
Q4 | $548K | Sell |
9,793
-530
| -5% | -$29.7K | 0.23% | 54 |
|
2019
Q3 | $504K | Buy |
10,323
+226
| +2% | +$11K | 0.24% | 56 |
|
2019
Q2 | $478K | Buy |
+10,097
| New | +$478K | 0.23% | 54 |
|