A detailed history of Baystate Wealth Management LLC transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Baystate Wealth Management LLC holds 507 shares of CGBD stock, worth $8,421. This represents 0.0% of its overall portfolio holdings.

Number of Shares
507
Previous 491 3.26%
Holding current value
$8,421
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$13.4 - $15.57 $214 - $249
16 Added 3.26%
507 $7,000
Q3 2023

Oct 25, 2023

BUY
$14.44 - $15.83 $187 - $205
13 Added 2.72%
491 $7,000
Q2 2023

Sep 21, 2023

BUY
$13.13 - $14.88 $6,276 - $7,112
478 New
478 $6,000
Q1 2023

Apr 25, 2023

BUY
$13.41 - $15.67 $187 - $219
14 Added 3.12%
463 $6,000
Q4 2022

Jan 12, 2023

BUY
$11.59 - $14.75 $162 - $206
14 Added 3.22%
449 $6,000
Q3 2022

Nov 10, 2022

BUY
$11.44 - $14.6 $148 - $189
13 Added 3.08%
435 $5,000
Q2 2022

Aug 02, 2022

BUY
$12.21 - $14.84 $146 - $178
12 Added 2.93%
422 $5,000
Q1 2022

Apr 19, 2022

BUY
$13.69 - $14.82 $136 - $148
10 Added 2.5%
410 $6,000
Q4 2021

Jan 21, 2022

BUY
$13.36 - $14.25 $5,344 - $5,700
400 New
400 $5,000

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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