WMS
Wealth Management Solutions’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $522K | Buy |
4,871
+17
| +0.4% | +$1.82K | 0.36% | 36 |
|
|
2023
Q2 | $451K | Buy |
4,854
+257
| +6% | +$23.9K | 0.29% | 45 |
|
|
2023
Q1 | $404K | Buy |
4,597
+204
| +5% | +$17.9K | 0.23% | 51 |
|
|
2022
Q4 | $326K | Buy |
4,393
+827
| +23% | +$61.4K | 0.17% | 69 |
|
|
2022
Q3 | $298K | Sell |
3,566
-129
| -3% | -$10.8K | 0.17% | 58 |
|
|
2022
Q2 | $337K | Sell |
3,695
-895
| -19% | -$81.6K | 0.19% | 58 |
|
|
2022
Q1 | $583K | Sell |
4,590
-1,075
| -19% | -$137K | 0.3% | 47 |
|
|
2021
Q4 | $733K | Buy |
+5,665
| New | +$733K | 0.38% | 46 |
|