Avior Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Avior Wealth Management’s Portfolio CGBD Stock Details CGBD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$129K	Buy
2023 Q2	–	Sell
2023 Q1	$81.7K	Buy