WLPWM
BGB

Walled Lake Planning & Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Walled Lake Planning & 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
Q2 		$231K Hold
2025
Q1 		$230K Hold
2024
Q4 		$233K Hold
2024
Q3 		$235K Hold
2024
Q2 		$227K Hold
2024
Q1 		$227K Hold
2023
Q4 		$216K Hold
2023
Q3 		$210K Hold
2023
Q2 		$208K Buy