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