Bernardo Wealth Planning’s Carlyle Secured Lending CGBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-15,262	Closed	-$221K	–	151
2019 Q1	$221K	Hold	15,262	–	–	0.18%	128
2018 Q4	$189K	Buy	+15,262	New	+$189K	0.17%	125