BFWM
Bright Futures Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $805K | Sell |
57,064
-4,244
| -7% | -$59.8K | 0.88% | 39 |
|
|
2024
Q4 | $1.12M | Sell |
61,308
-758
| -1% | -$13.9K | 1% | 33 |
|
|
2024
Q3 | $1.06M | Buy |
62,066
+5,987
| +11% | +$103K | 0.51% | 60 |
|
|
2024
Q2 | $948K | Buy |
56,079
+2,473
| +5% | +$41.8K | 0.51% | 52 |
|
|
2024
Q1 | $973K | Buy |
+53,606
| New | +$973K | 0.53% | 54 |
|