WBI Investments’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $750K | Buy |
5,016
+3,306
| +193% | +$495K | 0.19% | 159 |
|
2025
Q1 | $239K | Sell |
1,710
-597
| -26% | -$83.4K | 0.06% | 206 |
|
2024
Q4 | $398K | Sell |
2,307
-19,393
| -89% | -$3.34M | 0.1% | 163 |
|
2024
Q3 | $3.32M | Sell |
21,700
-6,344
| -23% | -$971K | 0.8% | 23 |
|
2024
Q2 | $3.47M | Buy |
28,044
+17,703
| +171% | +$2.19M | 0.84% | 28 |
|
2024
Q1 | $1.36M | Sell |
10,341
-6,717
| -39% | -$882K | 0.28% | 91 |
|
2023
Q4 | $2.23M | Buy |
+17,058
| New | +$2.23M | 0.45% | 58 |
|
2022
Q2 | – | Sell |
-8,690
| Closed | -$1.09M | – | 126 |
|
2022
Q1 | $1.09M | Buy |
+8,690
| New | +$1.09M | 0.18% | 110 |
|
2021
Q3 | – | Sell |
-20,523
| Closed | -$1.99M | – | 188 |
|
2021
Q2 | $1.99M | Buy |
+20,523
| New | +$1.99M | 0.31% | 77 |
|