HB Wealth Management’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 | $174K | Buy |
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|
2025
Q2 | $161K | Hold |
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|
2025
Q1 | $191K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $200K | Hold |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $192K | Hold |
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|
2023
Q4 | $176K | Hold |
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|
2023
Q3 | $171K | Hold |
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|
2023
Q2 | $172K | Sell |
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|
2023
Q1 | $786K | Sell |
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|
2022
Q4 | $2.32M | Hold |
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|
2022
Q3 | $1.86M | Hold |
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|
2022
Q2 | $2.06M | Hold |
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|
2022
Q1 | $2.33M | Buy |
|