Heritage Wealth Advisors’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 | $26.3K | Hold |
|
|||||
|
2025
Q2 | $28.7K | Hold |
|
|||||
|
2025
Q1 | $34K | Hold |
|
|||||
|
2024
Q4 | $37.7K | Hold |
|
|||||
|
2024
Q3 | $35.6K | Hold |
|
|||||
|
2024
Q2 | $37.3K | Buy |
|
|||||
|
2024
Q1 | $29.3K | Hold |
|
|||||
|
2023
Q4 | $26.9K | Buy |
|
|||||
|
2023
Q3 | $21.8K | Hold |
|
|||||
|
2023
Q2 | $21.8K | Hold |
|
|||||
|
2023
Q1 | $20.4K | Hold |
|
|||||
|
2022
Q4 | $21.5K | Hold |
|
|||||
|
2022
Q3 | $17.2K | Buy |
|
|||||
|
2022
Q2 | $9K | Buy |
|