Wealth Dimensions Group’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 |
-1,347
| Closed | -$232K | – | 161 |
|
|
2024
Q4 | $232K | Sell |
1,347
-137
| -9% | -$23.6K | 0.06% | 137 |
|
|
2024
Q3 | $227K | Buy |
+1,484
| New | +$227K | 0.06% | 136 |
|
|
2022
Q1 | – | Sell |
-1,778
| Closed | -$230K | – | 132 |
|
|
2021
Q4 | $230K | Buy |
1,778
+1
| +0.1% | +$129 | 0.11% | 120 |
|
|
2021
Q3 | $207K | Buy |
+1,777
| New | +$207K | 0.13% | 121 |
|