SWM
BGB

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

Spire Wealth Management’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$30.4K Hold
2025
Q2 		$30.3K Hold
2025
Q1 		$30.2K Sell
2024
Q4 		$67.3K Buy
2022
Q2 		– Sell
2022
Q1 		$329K Sell
2021
Q4 		$366K Buy
2021
Q3 		$362K Hold
2021
Q2 		$364K Sell
2021
Q1 		$375K Buy