Watershed Private Wealth’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 |
-1,251
| Closed | -$216K | – | 112 |
|
|
2024
Q4 | $216K | Sell |
1,251
-550
| -31% | -$94.8K | 0.08% | 110 |
|
|
2024
Q3 | $276K | Buy |
1,801
+106
| +6% | +$16.2K | 0.11% | 93 |
|
|
2024
Q2 | $210K | Buy |
1,695
+15
| +0.9% | +$1.86K | 0.09% | 111 |
|
|
2024
Q1 | $221K | Hold |
1,680
| – | – | 0.1% | 113 |
|
|
2023
Q4 | $220K | Buy |
+1,680
| New | +$220K | 0.12% | 102 |
|