JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $190K | Hold |
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|
2023
Q2 | $191K | Hold |
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|
2023
Q1 | $178K | Hold |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $152K | Buy |
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|
2022
Q2 | $166K | Hold |
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|
2022
Q1 | $189K | Buy |
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|
2021
Q4 | $152K | Hold |
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|
2021
Q3 | $149K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $151K | Sell |
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|
2020
Q1 | $479K | Buy |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $715K | Buy |
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|
2019
Q2 | $328K | Buy |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $217K | Buy |
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