Triad Wealth Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
2,883
+197
| +7% | +$29.5K | 0.09% | 173 |
|
|
2025
Q1 | $375K | Sell |
2,686
-34
| -1% | -$4.75K | 0.12% | 133 |
|
|
2024
Q4 | $469K | Buy |
+2,720
| New | +$469K | 0.17% | 95 |
|
|
2024
Q3 | – | Sell |
-1,833
| Closed | -$227K | – | 178 |
|
|
2024
Q2 | $227K | Buy |
1,833
+227
| +14% | +$28.1K | 0.12% | 85 |
|
|
2024
Q1 | $211K | Buy |
+1,606
| New | +$211K | 0.16% | 58 |
|