WKWM
Walter & Keenan Wealth Management’s Blackstone Secured Lending BXSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Sell |
43,716
-29,330
| -40% | -$902K | 0.39% | 59 |
|
2025
Q1 | $2.36M | Buy |
73,046
+1,264
| +2% | +$40.9K | 0.71% | 39 |
|
2024
Q4 | $2.32M | Buy |
71,782
+6,887
| +11% | +$223K | 0.7% | 43 |
|
2024
Q3 | $1.9M | Buy |
64,895
+8,798
| +16% | +$258K | 0.58% | 50 |
|
2024
Q2 | $1.72M | Buy |
56,097
+11,977
| +27% | +$367K | 0.55% | 53 |
|
2024
Q1 | $1.37M | Buy |
44,120
+15,224
| +53% | +$474K | 0.45% | 58 |
|
2023
Q4 | $799K | Buy |
28,896
+3,676
| +15% | +$102K | 0.29% | 78 |
|
2023
Q3 | $690K | Buy |
25,220
+9,895
| +65% | +$271K | 0.27% | 83 |
|
2023
Q2 | $419K | Buy |
+15,325
| New | +$419K | 0.15% | 106 |
|