Cornerstone Advisory’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 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $174K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $509K | Buy |
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|
2021
Q2 | $499K | Sell |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q4 | $402K | Sell |
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|
2020
Q3 | $379K | Buy |
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|
2020
Q2 | $344K | Sell |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $837K | Sell |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $978K | Buy |
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|
2018
Q4 | $830K | Buy |
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