Kovack Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Kovack Advisors’s Portfolio CGBD Stock Details CGBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$446K	Sell
2024 Q3	$546K	Sell
2024 Q2	$654K	Sell
2024 Q1	$609K	Sell
2023 Q4	$567K	Buy
2023 Q3	$478K	Sell
2023 Q2	$511K	Hold
2023 Q1	$478K	Buy