Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
23,219
-319
| -1% | -$3.87K | 0.01% | 857 |
|
|
2025
Q1 | $284K | Sell |
23,538
-1,949
| -8% | -$23.5K | 0.01% | 832 |
|
|
2024
Q4 | $313K | Hold |
25,487
| – | – | 0.01% | 799 |
|
|
2024
Q3 | $314K | Buy |
25,487
+835
| +3% | +$10.3K | 0.01% | 768 |
|
|
2024
Q2 | $293K | Buy |
24,652
+11,940
| +94% | +$142K | 0.01% | 698 |
|
|
2024
Q1 | $151K | Buy |
+12,712
| New | +$151K | ﹤0.01% | 820 |
|