Clarus Group’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 | $291K | Hold |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $500K | Hold |
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|
2024
Q2 | $523K | Hold |
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|
2024
Q1 | $480K | Hold |
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|
2023
Q4 | $441K | Hold |
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $429K | Hold |
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|
2023
Q1 | $401K | Hold |
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|
2022
Q4 | $422K | Hold |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $374K | Hold |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $617K | Hold |
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|
2021
Q3 | $603K | Hold |
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|
2021
Q2 | $605K | Hold |
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|
2021
Q1 | $614K | Hold |
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|
2020
Q4 | $538K | Buy |
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