AWA
Amplius Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.2M | Buy |
528,412
+16,610
| +3% | +$511K | 1.51% | 21 |
|
2025
Q1 | $16.6M | Buy |
511,802
+11,920
| +2% | +$386K | 1.72% | 19 |
|
2024
Q4 | $16.2M | Sell |
499,882
-8,533
| -2% | -$276K | 1.66% | 21 |
|
2024
Q3 | $14.9M | Sell |
508,415
-15,242
| -3% | -$446K | 1.63% | 20 |
|
2024
Q2 | $16M | Sell |
523,657
-386,054
| -42% | -$11.8M | 1.78% | 15 |
|
2024
Q1 | $28.3M | Sell |
909,711
-272,970
| -23% | -$8.5M | 3.18% | 11 |
|
2023
Q4 | $32.7M | Sell |
1,182,681
-24,598
| -2% | -$680K | 3.95% | 8 |
|
2023
Q3 | $33M | Sell |
1,207,279
-9,134
| -0.8% | -$250K | 4.43% | 6 |
|
2023
Q2 | $33.3M | Buy |
1,216,413
+83,865
| +7% | +$2.29M | 4.48% | 5 |
|
2023
Q1 | $28.2M | Buy |
1,132,548
+766,723
| +210% | +$19.1M | 4.05% | 8 |
|
2022
Q4 | $8.18M | Buy |
365,825
+140,906
| +63% | +$3.15M | 1.31% | 23 |
|
2022
Q3 | $5.12M | Buy |
224,919
+147,168
| +189% | +$3.35M | 0.91% | 25 |
|
2022
Q2 | $1.84M | Buy |
77,751
+28,841
| +59% | +$682K | 0.3% | 46 |
|
2022
Q1 | $1.36M | Buy |
48,910
+33,910
| +226% | +$945K | 0.21% | 53 |
|
2021
Q4 | $510K | Buy |
+15,000
| New | +$510K | 0.07% | 103 |
|