Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $129K | Sell |
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|
2025
Q3 | $400K | Hold |
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|
2025
Q2 | $436K | Hold |
|
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $570K | Hold |
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|
2024
Q3 | $541K | Hold |
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|
2024
Q2 | $565K | Hold |
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|
2024
Q1 | $520K | Sell |
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|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $614K | Hold |
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|
2023
Q2 | $617K | Buy |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $262K | Buy |
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