RWA
Redhawk Wealth Advisors’s Carlyle Secured Lending CGBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-53,784
| Closed | -$870K | – | 328 |
|
|
2025
Q1 | $870K | Buy |
53,784
+14,381
| +36% | +$233K | 0.12% | 145 |
|
|
2024
Q4 | $706K | Buy |
39,403
+2,139
| +6% | +$38.4K | 0.1% | 158 |
|
|
2024
Q3 | $632K | Buy |
37,264
+3,355
| +10% | +$56.9K | 0.09% | 170 |
|
|
2024
Q2 | $602K | Buy |
+33,909
| New | +$602K | 0.09% | 169 |
|