CWS
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Cypress Wealth Services’s Carlyle Secured Lending CGBD Stock Holding History

Cypress Wealth Services’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,130
Closed -$170K – 256
2019
Q2 		$170K Buy
+11,130
New +$166K 0.05% 250

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SB
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ST
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State of New Jersey Common Pension Fund D
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Ameriprise
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PP
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VanEck Associates
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