Van Hulzen Asset Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-704
| Closed | -$121K | – | 412 |
|
|
2024
Q4 | $121K | Buy |
+704
| New | +$121K | 0.01% | 370 |
|
|
2017
Q1 | – | Sell |
-21,410
| Closed | -$579K | – | 127 |
|
|
2016
Q4 | $579K | Sell |
21,410
-81,790
| -79% | -$2.21M | 0.27% | 78 |
|
|
2016
Q3 | $2.64M | Buy |
+103,200
| New | +$2.64M | 1.43% | 25 |
|
|
2016
Q2 | – | Sell |
-4,000
| Closed | -$112K | – | 147 |
|
|
2016
Q1 | $112K | Hold |
4,000
| – | – | 0.06% | 132 |
|
|
2015
Q4 | $117K | Sell |
4,000
-76
| -2% | -$2.22K | 0.07% | 124 |
|
|
2015
Q3 | $127K | Buy |
+4,076
| New | +$127K | 0.08% | 124 |
|
|
2014
Q1 | – | Sell |
-9,681
| Closed | -$299K | – | 92 |
|
|
2013
Q4 | $299K | Buy |
+9,681
| New | +$299K | 0.26% | 78 |
|