Northeast Financial Consultants’s Carlyle Secured Lending CGBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $692K | Hold |
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|
2024
Q4 | $767K | Hold |
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|
2024
Q3 | $726K | Hold |
|
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|
2024
Q2 | $759K | Hold |
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|
2024
Q1 | $696K | Hold |
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|
2023
Q4 | $640K | Hold |
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|
2023
Q3 | $620K | Hold |
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|
2023
Q2 | $623K | Hold |
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|
2023
Q1 | $583K | Hold |
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|
2022
Q4 | $612K | Hold |
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|
2022
Q3 | $489K | Hold |
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|
2022
Q2 | $543K | Hold |
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|
2022
Q1 | $615K | Hold |
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|
2021
Q4 | $587K | Buy |
|