WealthShield Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
1,491
-11
| -0.7% | -$1.65K | 0.03% | 307 |
|
|
2025
Q1 | $210K | Sell |
1,502
-128
| -8% | -$17.9K | 0.03% | 311 |
|
|
2024
Q4 | $281K | Hold |
1,630
| – | – | 0.04% | 252 |
|
|
2024
Q3 | $250K | Hold |
1,630
| – | – | 0.03% | 267 |
|
|
2024
Q2 | $202K | Sell |
1,630
-100
| -6% | -$12.4K | 0.03% | 278 |
|
|
2024
Q1 | $227K | Sell |
1,730
-35
| -2% | -$4.6K | 0.04% | 257 |
|
|
2023
Q4 | $231K | Buy |
+1,765
| New | +$231K | 0.04% | 264 |
|
|
2022
Q2 | – | Sell |
-1,954
| Closed | -$248K | – | 296 |
|
|
2022
Q1 | $248K | Buy |
+1,954
| New | +$248K | 0.04% | 301 |
|
|
2021
Q4 | – | Sell |
-2,032
| Closed | -$237K | – | 284 |
|
|
2021
Q3 | $237K | Buy |
2,032
+314
| +18% | +$36.6K | 0.06% | 210 |
|
|
2021
Q2 | $167K | Hold |
1,718
| – | – | 0.03% | 287 |
|
|
2021
Q1 | $128K | Buy |
+1,718
| New | +$128K | 0.02% | 309 |
|