Marcum Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $183K | Hold |
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|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $192K | Hold |
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|
2024
Q2 | $201K | Hold |
|
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|
2024
Q1 | $184K | Hold |
|
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|
2023
Q4 | $169K | Hold |
|
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|
2023
Q3 | $164K | Hold |
|
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|
2023
Q2 | $165K | Hold |
|
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $162K | Hold |
|
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|
2022
Q3 | $129K | Hold |
|
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|
2022
Q2 | $144K | Hold |
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|
2022
Q1 | $163K | Hold |
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|
2021
Q4 | $155K | Hold |
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|
2021
Q3 | $152K | Hold |
|
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|
2021
Q2 | $149K | Sell |
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|
2021
Q1 | $369K | Buy |
|