Great Valley Advisor Group’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 | $139K | Hold |
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|
2025
Q2 | $152K | Sell |
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|
2025
Q1 | $189K | Hold |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $223K | Buy |
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|
2024
Q2 | $207K | Buy |
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|
2024
Q1 | $181K | Hold |
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|
2023
Q4 | $166K | Hold |
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|
2023
Q3 | $161K | Hold |
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|
2023
Q2 | $162K | Hold |
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|
2023
Q1 | $151K | Buy |
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