GJWM
BSL
Gilliland Jeter Wealth Management’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-5,858
| Closed | -$82.7K | – | 237 |
|
2024
Q3 | $82.7K | Buy |
5,858
+72
| +1% | +$1.02K | 0.03% | 246 |
|
2024
Q2 | $81.1K | Sell |
5,786
-1,451
| -20% | -$20.3K | 0.03% | 236 |
|
2024
Q1 | $104K | Sell |
7,237
-3,666
| -34% | -$52.5K | 0.04% | 213 |
|
2023
Q4 | $146K | Buy |
+10,903
| New | +$146K | 0.06% | 159 |
|