Janney Montgomery Scott’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 | $450K | Buy |
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|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $584K | Sell |
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|
2024
Q4 | $762K | Sell |
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|
2024
Q3 | $761K | Buy |
|
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|
2024
Q2 | $719K | Sell |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $605K | Sell |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $1.4M | Buy |
|
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $968K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $756K | Buy |
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|
2021
Q3 | $661K | Buy |
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