MorganRosel 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
2019
Q2
Sell
-18,850
Closed -$273K 70
2019
Q1
$273K Buy
18,850
+4,539
+32% +$65.7K 0.23% 60
2018
Q4
$177K Buy
+14,311
New +$177K 0.18% 64