V Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,858
| Closed | -$452K | – | 146 |
|
|
2023
Q2 | $452K | Sell |
4,858
-75
| -2% | -$6.97K | 0.08% | 214 |
|
|
2023
Q1 | $433K | Buy |
4,933
+129
| +3% | +$11.3K | 0.08% | 218 |
|
|
2022
Q4 | $356K | Sell |
4,804
-40
| -0.8% | -$2.97K | 0.07% | 251 |
|
|
2022
Q3 | $405K | Buy |
4,844
+64
| +1% | +$5.35K | 0.08% | 230 |
|
|
2022
Q2 | $436K | Buy |
4,780
+240
| +5% | +$21.9K | 0.08% | 238 |
|
|
2022
Q1 | $576K | Buy |
4,540
+81
| +2% | +$10.3K | 0.09% | 216 |
|
|
2021
Q4 | $577K | Buy |
4,459
+108
| +2% | +$14K | 0.08% | 235 |
|
|
2021
Q3 | $506K | Buy |
4,351
+205
| +5% | +$23.8K | 0.08% | 264 |
|
|
2021
Q2 | $404K | Buy |
4,146
+470
| +13% | +$45.8K | 0.06% | 315 |
|
|
2021
Q1 | $274K | Buy |
3,676
+121
| +3% | +$9.02K | 0.05% | 346 |
|
|
2020
Q4 | $230K | Buy |
+3,555
| New | +$230K | 0.05% | 339 |
|
|
2017
Q3 | – | Sell |
-900
| Closed | -$30K | – | 260 |
|
|
2017
Q2 | $30K | Buy |
+900
| New | +$30K | 0.01% | 389 |
|