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Avion Wealth’s Carlyle Secured Lending CGBD Stock Holding History

Avion Wealth’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6K Hold
500
– – ﹤0.01% 565
2025
Q1 		$8K Hold
500
– – ﹤0.01% 430
2024
Q4 		$8K Hold
500
– – ﹤0.01% 429
2024
Q3 		$8K Buy
+500
New +$8K ﹤0.01% 404