WA
WFG Advisors’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6.33M | Buy |
189,784
+29,865
| +19% | +$996K | 1.43% | 5 |
|
|
2017
Q1 | $4.75M | Sell |
159,919
-11,247
| -7% | -$334K | 1.27% | 10 |
|
|
2016
Q4 | $4.63M | Sell |
171,166
-4,189
| -2% | -$113K | 1.13% | 9 |
|
|
2016
Q3 | $4.48M | Buy |
175,355
+234
| +0.1% | +$5.97K | 1.11% | 12 |
|
|
2016
Q2 | $4.3M | Sell |
175,121
-8,319
| -5% | -$204K | 1.15% | 12 |
|
|
2016
Q1 | $5.15M | Sell |
183,440
-25,047
| -12% | -$703K | 1.49% | 7 |
|
|
2015
Q4 | $6.1M | Sell |
208,487
-13,210
| -6% | -$386K | 1.82% | 4 |
|
|
2015
Q3 | $7.02M | Sell |
221,697
-24,265
| -10% | -$768K | 2.2% | 3 |
|
|
2015
Q2 | $10.1M | Buy |
245,962
+26,382
| +12% | +$1.08M | 2.77% | 1 |
|
|
2015
Q1 | $8.54M | Buy |
219,580
+32,239
| +17% | +$1.25M | 2.38% | 2 |
|
|
2014
Q4 | $6.34M | Buy |
187,341
+89,876
| +92% | +$3.04M | 1.28% | 7 |
|
|
2014
Q3 | $3.07M | Buy |
97,465
+11,693
| +14% | +$368K | 0.58% | 22 |
|
|
2014
Q2 | $2.87M | Sell |
85,772
-5,742
| -6% | -$192K | 0.53% | 26 |
|
|
2014
Q1 | $3.04M | Sell |
91,514
-17,121
| -16% | -$569K | 0.61% | 20 |
|
|
2013
Q4 | $3.42M | Buy |
108,635
+12,376
| +13% | +$390K | 0.49% | 33 |
|
|
2013
Q3 | $2.4M | Buy |
96,259
+13,593
| +16% | +$338K | 0.37% | 55 |
|
|
2013
Q2 | $1.74M | Buy |
+82,666
| New | +$1.74M | 0.29% | 79 |
|