KAS
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Kestra Advisory Services’s Carlyle Secured Lending CGBD Stock Holding History

Kestra Advisory Services’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,398
Closed -$142K – 2114
2023
Q1 		$142K Buy
+10,398
New +$142K ﹤0.01% 1909