Carson Wealth (CWM LLC)’s Blackstone Secured Lending BXSL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$147K Buy
4,777
+11
+0.2% +$338 ﹤0.01% 2417
2025
Q1
$154K Hold
4,766
﹤0.01% 2091
2024
Q4
$154K Buy
4,766
+398
+9% +$12.9K ﹤0.01% 1998
2024
Q3
$128K Sell
4,368
-9,436
-68% -$277K ﹤0.01% 2031
2024
Q2
$423K Buy
13,804
+10,905
+376% +$334K ﹤0.01% 1259
2024
Q1
$90K Sell
2,899
-301
-9% -$9.35K ﹤0.01% 1935
2023
Q4
$88K Hold
3,200
﹤0.01% 1832
2023
Q3
$88K Hold
3,200
﹤0.01% 1711
2023
Q2
$88K Buy
+3,200
New +$88K ﹤0.01% 1629
2022
Q3
Sell
-1,250
Closed -$30K 3905
2022
Q2
$30K Buy
+1,250
New +$30K ﹤0.01% 1878