Concert Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-10,619
| Closed | -$162K | – | 179 |
|
2017
Q1 | $162K | Hold |
10,619
| – | – | 0.04% | 456 |
|
2016
Q4 | $162K | Sell |
10,619
-900
| -8% | -$13.7K | 0.04% | 459 |
|
2016
Q3 | $172K | Hold |
11,519
| – | – | 0.02% | 677 |
|
2016
Q2 | $166K | Buy |
11,519
+100
| +0.9% | +$1.44K | 0.02% | 619 |
|
2016
Q1 | $154K | Buy |
11,419
+750
| +7% | +$10.1K | 0.02% | 618 |
|
2015
Q4 | $142K | Buy |
+10,669
| New | +$142K | 0.02% | 633 |
|