U.S. Capital Wealth Advisors’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
Q4 | $560K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $189K | Buy |
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|
2025
Q1 | $167K | Sell |
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|
2024
Q4 | $649K | Sell |
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|
2024
Q3 | $793K | Hold |
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|
2024
Q2 | $829K | Buy |
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|
2024
Q1 | $738K | Hold |
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|
2023
Q4 | $678K | Hold |
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|
2023
Q3 | $657K | Buy |
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|
2023
Q2 | $586K | Hold |
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|
2023
Q1 | $548K | Hold |
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|
2022
Q4 | $576K | Hold |
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|
2022
Q3 | $461K | Hold |
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|
2022
Q2 | $511K | Hold |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $559K | Buy |
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