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Evercore Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Evercore Wealth Management’s Portfolio CGBD Stock Details CGBD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-22,267
Closed -$321K – 403
2019
Q3 		$321K Hold
22,267
– – 0.01% 327
2019
Q2 		$339K Buy
22,267
+5,417
+32% +$82.5K 0.01% 324
2019
Q1 		$244K Buy
+16,850
New +$244K 0.01% 360