Cambridge Investment Research Advisors’s Carlyle Secured Lending CGBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
15,391
+42
| +0.3% | +$576 | ﹤0.01% | 3307 |
|
|
2025
Q1 | $248K | Sell |
15,349
-104
| -0.7% | -$1.68K | ﹤0.01% | 3031 |
|
|
2024
Q4 | $277K | Sell |
15,453
-8,311
| -35% | -$149K | ﹤0.01% | 2894 |
|
|
2024
Q3 | $403K | Sell |
23,764
-12,487
| -34% | -$212K | ﹤0.01% | 2583 |
|
|
2024
Q2 | $643K | Sell |
36,251
-1,945
| -5% | -$34.5K | ﹤0.01% | 2093 |
|
|
2024
Q1 | $622K | Buy |
38,196
+10,850
| +40% | +$177K | ﹤0.01% | 2084 |
|
|
2023
Q4 | $409K | Buy |
27,346
+1,076
| +4% | +$16.1K | ﹤0.01% | 2353 |
|
|
2023
Q3 | $381K | Buy |
26,270
+6,912
| +36% | +$100K | ﹤0.01% | 2311 |
|
|
2023
Q2 | $282K | Buy |
+19,358
| New | +$282K | ﹤0.01% | 2578 |
|