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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$7.59K	Buy
2023 Q3	$7.13K	Buy
2023 Q2	$6.96K	Buy
2023 Q1	$6.31K	Buy
2022 Q4	$6K	Buy
2022 Q3	$5K	Buy
2022 Q2	$5K	Buy
2022 Q1	$6K	Buy
2021 Q4	$5K	Buy