Worth Asset Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-200
| Closed | -$18.6K | – | 131 |
|
|
2023
Q2 | $18.6K | Hold |
200
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $17.6K | Hold |
200
| – | – | 0.01% | 273 |
|
|
2022
Q4 | $14.8K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $17K | Sell |
200
-363
| -64% | -$30.9K | 0.01% | 230 |
|
|
2022
Q2 | $51K | Sell |
563
-215
| -28% | -$19.5K | 0.03% | 193 |
|
|
2022
Q1 | $77K | Buy |
+778
| New | +$77K | 0.05% | 156 |
|