NewEdge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2K | Hold |
161
| – | – | ﹤0.01% | 3602 |
|
|
2025
Q1 | $2.61K | Sell |
161
-925
| -85% | -$15K | ﹤0.01% | 3456 |
|
|
2024
Q4 | $19.5K | Buy |
1,086
+925
| +575% | +$16.6K | ﹤0.01% | 2813 |
|
|
2024
Q3 | $2.73K | Hold |
161
| – | – | ﹤0.01% | 3322 |
|
|
2024
Q2 | $2.86K | Hold |
161
| – | – | ﹤0.01% | 3265 |
|
|
2024
Q1 | $2.62K | Buy |
+161
| New | +$2.62K | ﹤0.01% | 3318 |
|
|
2023
Q1 | – | Sell |
-2,251
| Closed | -$32.2K | – | 3529 |
|
|
2022
Q4 | $32.2K | Buy |
+2,251
| New | +$32.2K | ﹤0.01% | 1926 |
|