YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $366K | Hold |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $481K | Sell |
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|
2021
Q4 | $479K | Hold |
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|
2021
Q3 | $468K | Hold |
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|
2021
Q2 | $461K | Sell |
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|
2021
Q1 | $729K | Hold |
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|
2020
Q4 | $567K | Sell |
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|
2020
Q3 | $505K | Hold |
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|
2020
Q2 | $485K | Hold |
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|
2020
Q1 | $296K | Hold |
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|
2019
Q4 | $758K | Hold |
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|
2019
Q3 | $816K | Hold |
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|
2019
Q2 | $863K | Buy |
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|
2019
Q1 | $616K | Buy |
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|
2018
Q4 | $513K | Buy |
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|
2018
Q3 | $525K | Buy |
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|
2018
Q2 | $508K | Buy |
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|
2018
Q1 | $276K | Buy |
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|
2017
Q4 | $247K | Buy |
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