A detailed history of Arkadios Wealth Advisors transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Arkadios Wealth Advisors holds 36,110 shares of CGBD stock, worth $645,285. This represents 0.04% of its overall portfolio holdings.

Number of Shares
36,110
Previous 36,265 0.43%
Holding current value
$645,285
Previous $643,000 4.82%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$16.12 - $18.36 $2,498 - $2,845
-155 Reduced 0.43%
36,110 $612,000
Q2 2024

Jul 29, 2024

BUY
$16.11 - $18.24 $2,497 - $2,827
155 Added 0.43%
36,265 $643,000
Q3 2023

Oct 13, 2023

BUY
$14.44 - $15.83 $19,494 - $21,370
1,350 Added 3.88%
36,110 $523,000
Q2 2023

Jul 26, 2023

BUY
$13.13 - $14.88 $14,443 - $16,368
1,100 Added 3.27%
34,760 $506,000
Q4 2022

Jan 11, 2023

BUY
$11.59 - $14.75 $390,119 - $496,485
33,660 New
33,660 $0

Others Institutions Holding CGBD

About Carlyle Secured Lending, Inc.


  • Ticker CGBD
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • TCG BDC, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It specializes in directly investing. It specializes in middle market. It targets healthcare and pharmaceutical, aerospace and defense, high tech industri...
More about CGBD
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