Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $139K | Buy |
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|
2025
Q2 | $146K | Buy |
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|
2025
Q1 | $170K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $175K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $826K | Buy |
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|
2018
Q2 | $383K | Buy |
|