Advisornet Financial’s Carlyle Secured Lending CGBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $114K | Sell |
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|
2025
Q2 | $153K | Sell |
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|
2025
Q1 | $422K | Buy |
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|
2024
Q4 | $567 | Buy |
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|
2024
Q3 | $525 | Buy |
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|
2024
Q2 | $537 | Hold |
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|
2024
Q1 | $481 | Buy |
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|
2023
Q4 | $432 | Buy |
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|
2023
Q3 | $408 | Buy |
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|
2023
Q2 | $400 | Hold |
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|
2023
Q1 | $365 | Buy |
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|
2022
Q4 | $374 | Buy |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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|
2022
Q1 | $0 | Buy |
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