MWM
BGB

Merriman Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Merriman Wealth Management’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-32,934
Closed -$579K – 40
2014
Q2 		$579K Buy
32,934
+13,266
+67% +$233K 0.58% 30
2014
Q1 		$348K Sell
19,668
-332
-2% -$5.87K 0.36% 29
2013
Q4 		$356K Buy
+20,000
New +$356K 0.15% 61