Patton Albertson Miller Group’s Carlyle Secured Lending CGBD Stock Holding History

Patton Albertson Miller Group’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 Q4	–	Sell
2025 Q3	$314K	Hold
2025 Q2	$344K	Buy
2020 Q2	–	Sell
2020 Q1	$72K	Buy