XWM
Xcel Wealth Management’s Blackstone BX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
12,112
-181
| -1% | -$27.1K | 0.52% | 48 |
|
|
2025
Q1 | $1.72M | Hold |
12,293
| – | – | 0.54% | 46 |
|
|
2024
Q4 | $2.12M | Hold |
12,293
| – | – | 0.59% | 36 |
|
|
2024
Q3 | $1.88M | Hold |
12,293
| – | – | 0.55% | 41 |
|
|
2024
Q2 | $1.52M | Hold |
12,293
| – | – | 0.48% | 44 |
|
|
2024
Q1 | $1.61M | Sell |
12,293
-450
| -4% | -$59.1K | 0.5% | 46 |
|
|
2023
Q4 | $1.67M | Sell |
12,743
-915
| -7% | -$120K | 0.59% | 44 |
|
|
2023
Q3 | $1.46M | Sell |
13,658
-432
| -3% | -$46.3K | 0.58% | 44 |
|
|
2023
Q2 | $1.31M | Buy |
14,090
+1,550
| +12% | +$144K | 0.41% | 55 |
|
|
2023
Q1 | $1.1M | Buy |
+12,540
| New | +$1.1M | 0.39% | 54 |
|