Moneta Group Investment Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,244	Closed	-$118K	–	318
2020 Q3	$118K	Sell	13,244 -58	-0.4%	-$517	0.01%	268
2020 Q2	$114K	Buy	13,302 +84	+0.6%	+$720	0.01%	248
2020 Q1	$69K	Buy	+13,218	New	+$69K	0.01%	227