Westbourne Investment Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-9,130
| Closed | -$224K | – | 110 |
|
|
2016
Q2 | $224K | Buy |
9,130
+400
| +5% | +$9.81K | 0.2% | 95 |
|
|
2016
Q1 | $245K | Buy |
8,730
+500
| +6% | +$14K | 0.23% | 90 |
|
|
2015
Q4 | $241K | Buy |
8,230
+251
| +3% | +$7.35K | 0.23% | 91 |
|
|
2015
Q3 | $248K | Sell |
7,979
-102
| -1% | -$3.17K | 0.25% | 93 |
|
|
2015
Q2 | $324K | Buy |
+8,081
| New | +$324K | 0.29% | 86 |
|