Spire 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 | $30.3K | Hold |
2,500
| – | – | ﹤0.01% | 1378 |
|
|
2025
Q1 | $30.2K | Sell |
2,500
-3,000
| -55% | -$36.2K | ﹤0.01% | 1470 |
|
|
2024
Q4 | $67.3K | Buy |
+5,500
| New | +$67.3K | ﹤0.01% | 1171 |
|
|
2022
Q2 | – | Sell |
-25,220
| Closed | -$329K | – | 2660 |
|
|
2022
Q1 | $329K | Sell |
25,220
-1,932
| -7% | -$25.2K | 0.01% | 699 |
|
|
2021
Q4 | $366K | Buy |
27,152
+1,037
| +4% | +$14K | 0.01% | 816 |
|
|
2021
Q3 | $362K | Hold |
26,115
| – | – | 0.01% | 698 |
|
|
2021
Q2 | $364K | Sell |
26,115
-2,037
| -7% | -$28.4K | 0.01% | 710 |
|
|
2021
Q1 | $375K | Buy |
+28,152
| New | +$375K | 0.01% | 766 |
|