CWA
Cascade Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-146,940
| Closed | -$4.75M | – | 42 |
|
|
2024
Q4 | $4.75M | Buy |
146,940
+10,335
| +8% | +$334K | 3.21% | 15 |
|
|
2024
Q3 | $4M | Buy |
136,605
+6,006
| +5% | +$176K | 2.86% | 15 |
|
|
2024
Q2 | $3.96M | Buy |
130,599
+58,913
| +82% | +$1.79M | 2.93% | 15 |
|
|
2024
Q1 | $2.19M | Buy |
+71,686
| New | +$2.19M | 1.86% | 16 |
|