Gries Financial’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
Q2 | $2.7M | Hold |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $3.55M | Hold |
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|
2024
Q3 | $3.36M | Hold |
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|
2024
Q2 | $3.51M | Sell |
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|
2024
Q1 | $3.45M | Buy |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $3.02M | Buy |
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|
2023
Q2 | $3M | Hold |
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|
2023
Q1 | $2.8M | Sell |
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|
2022
Q4 | $3.1M | Hold |
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|
2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.06M | Hold |
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|
2021
Q4 | $2.92M | Sell |
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|
2021
Q3 | $3.3M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.22M | Buy |
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