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Tyler-Stone Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Tyler-Stone Wealth Management’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,310
Closed -$23.2K – 401
2024
Q2 		$23.2K Hold
1,310
– – 0.01% 487
2024
Q1 		$21.3K Hold
1,310
– – 0.01% 498
2023
Q4 		$19.6K Buy
+1,310
New +$19.6K 0.01% 497