Cambridge Investment Research Advisors’s Carlyle Secured Lending CGBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $135K | Buy |
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|
2025
Q3 | $134K | Sell |
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|
2025
Q2 | $211K | Buy |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $643K | Sell |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $282K | Buy |
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