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Creekmur Asset Management’s Carlyle Secured Lending CGBD Stock Holding History

Creekmur Asset Management’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,310
Closed -$19.6K – 853
2023
Q4 		$19.6K Buy
+1,310
New +$19.6K 0.01% 429