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Cape Investment Advisory’s Carlyle Secured Lending CGBD Stock Holding History

Cape Investment Advisory’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-387
Closed -$6.3K – 939
2024
Q1 		$6.3K Sell
387
-4,709
-92% -$76.7K ﹤0.01% 614
2023
Q4 		$76.2K Buy
+5,096
New +$76.2K 0.04% 279