Financial Synergies Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $304K | Buy |
9,898
+86
| +0.9% | +$2.65K | 0.03% | 77 |
|
2025
Q1 | $318K | Buy |
9,812
+1,589
| +19% | +$51.4K | 0.04% | 67 |
|
2024
Q4 | $266K | Buy |
8,223
+120
| +1% | +$3.88K | 0.03% | 63 |
|
2024
Q3 | $237K | Sell |
8,103
-3,785
| -32% | -$111K | 0.03% | 68 |
|
2024
Q2 | $364K | Buy |
11,888
+346
| +3% | +$10.6K | 0.05% | 59 |
|
2024
Q1 | $360K | Buy |
+11,542
| New | +$360K | 0.05% | 60 |
|
2023
Q4 | – | Sell |
-2,150
| Closed | -$58.8K | – | 475 |
|
2023
Q3 | $58.8K | Buy |
+2,150
| New | +$58.8K | 0.01% | 109 |
|