LWL
BGB
Leo Wealth LLC’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Hold |
10,722
| – | – | 0.01% | 379 |
|
|
2025
Q1 | $130K | Hold |
10,722
| – | – | 0.02% | 261 |
|
|
2024
Q4 | $131K | Sell |
10,722
-2,187
| -17% | -$26.7K | 0.01% | 347 |
|
|
2024
Q3 | $159K | Hold |
12,909
| – | – | 0.01% | 333 |
|
|
2024
Q2 | $153K | Sell |
12,909
-963
| -7% | -$11.5K | 0.02% | 320 |
|
|
2024
Q1 | $165K | Sell |
13,872
-11,441
| -45% | -$136K | 0.02% | 322 |
|
|
2023
Q4 | $287K | Buy |
+25,313
| New | +$287K | 0.03% | 262 |
|