Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Carlyle Secured Lending CGBD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$214K Buy
+15,341
New +$214K ﹤0.01% 2917
2024
Q4 		– Sell
-19,150
Closed -$325K – 2908
2024
Q3 		$325K Buy
19,150
+1,546
+9% +$26.2K ﹤0.01% 2101
2024
Q2 		$312K Buy
+17,604
New +$312K ﹤0.01% 1951