Commonwealth Equity Services’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
Q3 | $450K | Buy |
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|
2025
Q2 | $465K | Buy |
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|
2025
Q1 | $503K | Buy |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $627K | Buy |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $336K | Buy |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $248 | Buy |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $227K | Buy |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q2 | $191K | Sell |
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|
2021
Q1 | $196K | Buy |
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|
2020
Q4 | $146K | Buy |
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|
2020
Q3 | $117K | Buy |
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|
2020
Q2 | $100K | Buy |
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|
2020
Q1 | $58K | Sell |
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|
2019
Q4 | $245K | Sell |
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|
2019
Q3 | $270K | Buy |
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|
2019
Q2 | $273K | Buy |
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|
2019
Q1 | $193K | Buy |
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