AWM
Activest Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
8,125
-5,600
| -41% | -$76.6K | 0.03% | 138 |
|
|
2025
Q1 | $222K | Hold |
13,725
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $246K | Hold |
13,725
| – | – | 0.07% | 78 |
|
|
2024
Q3 | $233K | Hold |
13,725
| – | – | 0.07% | 73 |
|
|
2024
Q2 | $243K | Buy |
+13,725
| New | +$243K | 0.08% | 73 |
|