WAS
WESPAC Advisors SoCal’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
7,792
+2,010
| +35% | +$301K | 0.26% | 67 |
|
|
2025
Q1 | $808K | Buy |
+5,782
| New | +$808K | 0.21% | 65 |
|
|
2019
Q2 | – | Sell |
-288
| Closed | -$10K | – | 114 |
|
|
2019
Q1 | $10K | Sell |
288
-225
| -44% | -$7.81K | 0.01% | 230 |
|
|
2018
Q4 | $15K | Buy |
513
+213
| +71% | +$6.23K | 0.01% | 204 |
|
|
2018
Q3 | $11K | Buy |
+300
| New | +$11K | 0.01% | 228 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$13.5K | – | 251 |
|
|
2016
Q4 | $13.5K | Hold |
500
| – | – | 0.01% | 171 |
|
|
2016
Q3 | $12.8K | Hold |
500
| – | – | 0.01% | 178 |
|
|
2016
Q2 | $12.3K | Hold |
500
| – | – | 0.01% | 190 |
|
|
2016
Q1 | $14K | Hold |
500
| – | – | 0.01% | 179 |
|
|
2015
Q4 | $14K | Buy |
+500
| New | +$14K | 0.01% | 175 |
|