Wealthstreet Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-32,298
| Closed | -$2.41M | – | 123 |
|
|
2021
Q1 | $2.41M | Buy |
32,298
+400
| +1% | +$29.8K | 0.23% | 102 |
|
|
2020
Q4 | $2.07M | Sell |
31,898
-48
| -0.2% | -$3.11K | 0.21% | 108 |
|
|
2020
Q3 | $1.67M | Hold |
31,946
| – | – | 0.19% | 117 |
|
|
2020
Q2 | $1.81M | Sell |
31,946
-850
| -3% | -$48.2K | 0.22% | 102 |
|
|
2020
Q1 | $1.5M | Sell |
32,796
-50
| -0.2% | -$2.28K | 0.22% | 102 |
|
|
2019
Q4 | $1.84M | Hold |
32,846
| – | – | 0.21% | 106 |
|
|
2019
Q3 | $1.74M | Hold |
32,846
| – | – | 0.22% | 98 |
|
|
2019
Q2 | $1.46M | Sell |
32,846
-750
| -2% | -$33.3K | 0.19% | 117 |
|
|
2019
Q1 | $1.18M | Sell |
33,596
-709
| -2% | -$24.8K | 0.16% | 130 |
|
|
2018
Q4 | $1.14M | Buy |
34,305
+800
| +2% | +$26.6K | 0.16% | 127 |
|
|
2018
Q3 | $1.28M | Buy |
33,505
+350
| +1% | +$13.3K | 0.16% | 132 |
|
|
2018
Q2 | $1.07M | Buy |
33,155
+1,705
| +5% | +$54.9K | 0.14% | 145 |
|
|
2018
Q1 | $1.01M | Buy |
31,450
+900
| +3% | +$28.8K | 0.13% | 152 |
|
|
2017
Q4 | $978K | Buy |
+30,550
| New | +$978K | 0.12% | 159 |
|