Harbor Investment Advisory’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 | $5.63K | Hold |
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|
2025
Q2 | $6.16K | Sell |
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|
2025
Q1 | $68.1K | Hold |
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|
2024
Q4 | $75.5K | Hold |
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|
2024
Q3 | $71.4K | Hold |
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|
2024
Q2 | $74.7K | Hold |
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|
2024
Q1 | $68.5K | Hold |
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|
2023
Q4 | $63K | Sell |
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|
2023
Q3 | $85.4K | Hold |
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|
2023
Q2 | $85.8K | Buy |
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|
2023
Q1 | $6.13K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $225K | Buy |
|