Advisory Research’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 | $142K | Buy |
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|
2025
Q2 | $142K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.15M | Sell |
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|
2019
Q1 | $1.66M | Sell |
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|
2018
Q4 | $1.46M | Sell |
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|
2018
Q3 | $2.38M | Sell |
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|
2018
Q2 | $3.37M | Sell |
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|
2018
Q1 | $4.2M | Buy |
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|
2017
Q4 | $4.22M | Buy |
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|
2017
Q3 | $3.77M | Buy |
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|
2017
Q2 | $2.03M | Buy |
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