WR Wealth Planners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $93.3K | Sell |
541
-58
| -10% | -$10K | 0.03% | 241 |
|
|
2024
Q3 | $91.8K | Buy |
599
+160
| +36% | +$24.5K | 0.03% | 270 |
|
|
2024
Q2 | $54.4K | Buy |
439
+84
| +24% | +$10.4K | 0.02% | 319 |
|
|
2024
Q1 | $46.7K | Buy |
+355
| New | +$46.7K | 0.01% | 345 |
|
|
2023
Q4 | – | Sell |
-349
| Closed | -$37.4K | – | 266 |
|
|
2023
Q3 | $37.4K | Hold |
349
| – | – | 0.01% | 354 |
|
|
2023
Q2 | $32.5K | Sell |
349
-1,514
| -81% | -$141K | 0.01% | 375 |
|
|
2023
Q1 | $164K | Buy |
+1,863
| New | +$164K | 0.07% | 176 |
|