Cetera Investment Advisers’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
Q2 | $918K | Buy |
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|
2025
Q1 | $942K | Buy |
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|
2024
Q4 | $813K | Sell |
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|
2024
Q3 | $825K | Buy |
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|
2024
Q2 | $656K | Buy |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $151K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $151K | Hold |
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|
2021
Q2 | $149K | Buy |
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