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

MinichMacGregor Wealth Management’s Portfolio CGBD Stock Details CGBD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,616
Closed -$37.4K – 181
2022
Q4 		$37.4K Buy
+2,616
New +$37.4K 0.01% 219