Wealthspire Advisors (Maryland)’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.74M | Buy |
33,252
+6,204
| +23% | +$324K | 0.06% | 140 |
|
|
2020
Q2 | $1.53M | Sell |
27,048
-112
| -0.4% | -$6.35K | 0.11% | 114 |
|
|
2020
Q1 | $1.24M | Buy |
27,160
+5,450
| +25% | +$248K | 0.11% | 119 |
|
|
2019
Q4 | $1.21M | Buy |
21,710
+4,847
| +29% | +$271K | 0.08% | 142 |
|
|
2019
Q3 | $824K | Buy |
+16,863
| New | +$824K | 0.06% | 169 |
|
|
2019
Q2 | – | Sell |
-8,500
| Closed | -$297K | – | 694 |
|
|
2019
Q1 | $297K | Sell |
8,500
-54
| -0.6% | -$1.89K | 0.02% | 359 |
|
|
2018
Q4 | $255K | Sell |
8,554
-203
| -2% | -$6.05K | 0.02% | 357 |
|
|
2018
Q3 | $333K | Sell |
8,757
-89
| -1% | -$3.38K | 0.03% | 331 |
|
|
2018
Q2 | $285K | Sell |
8,846
-8,458
| -49% | -$272K | 0.03% | 379 |
|
|
2018
Q1 | $553K | Sell |
17,304
-4,583
| -21% | -$146K | 0.05% | 223 |
|
|
2017
Q4 | $701K | Sell |
21,887
-28,397
| -56% | -$910K | 0.07% | 190 |
|
|
2017
Q3 | $1.68M | Sell |
50,284
-1,825
| -4% | -$60.9K | 0.18% | 85 |
|
|
2017
Q2 | $1.74M | Buy |
52,109
+48,108
| +1,202% | +$1.6M | 0.21% | 80 |
|
|
2017
Q1 | $119K | Sell |
4,001
-2,568
| -39% | -$76.4K | 0.02% | 536 |
|
|
2016
Q4 | $178K | Buy |
6,569
+2,259
| +52% | +$61.2K | 0.03% | 405 |
|
|
2016
Q3 | $208K | Sell |
4,310
-185
| -4% | -$8.93K | 0.03% | 369 |
|
|
2016
Q2 | $204K | Buy |
4,495
+260
| +6% | +$11.8K | 0.03% | 359 |
|
|
2016
Q1 | $226K | Sell |
4,235
-448
| -10% | -$23.9K | 0.04% | 323 |
|
|
2015
Q4 | $231K | Buy |
+4,683
| New | +$231K | 0.04% | 329 |
|