NewEdge Advisors’s Carlyle Secured Lending CGBD Stock Holding History

NewEdge Advisors’s Portfolio CGBD Stock Details CGBD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.01K	Hold
2025 Q2	$2.2K	Hold
2025 Q1	$2.6K	Sell
2024 Q4	$19.5K	Buy
2024 Q3	$2.73K	Hold
2024 Q2	$2.86K	Hold
2024 Q1	$2.62K	Buy
2023 Q1	–	Sell
2022 Q4	$32.2K	Buy