Arkadios Wealth Advisors’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 | – | Sell |
|
|||||
|
2025
Q2 | $443K | Hold |
|
|||||
|
2025
Q1 | $524K | Hold |
|
|||||
|
2024
Q4 | $581K | Sell |
|
|||||
|
2024
Q3 | $613K | Sell |
|
|||||
|
2024
Q2 | $643K | Buy |
|
|||||
|
2024
Q1 | $588K | Hold |
|
|||||
|
2023
Q4 | $540K | Hold |
|
|||||
|
2023
Q3 | $524K | Buy |
|
|||||
|
2023
Q2 | $506K | Buy |
|
|||||
|
2023
Q1 | $458K | Hold |
|
|||||
|
2022
Q4 | $482K | Buy |
|