Kingsview Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,253	Closed	-$182K	–	1103
2024 Q2	$182K	Sell	10,253 -274	-3%	-$4.86K	﹤0.01%	997
2024 Q1	$171K	Buy	+10,527	New	+$171K	﹤0.01%	979