A detailed history of Keebeck Wealth Management, LLC transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 31,000 shares of CGBD stock, worth $514,910. This represents 0.08% of its overall portfolio holdings.

Number of Shares
31,000
Previous 31,000 -0.0%
Holding current value
$514,910
Previous $549,000 4.19%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$14.8 - $16.55 $1,480 - $1,655
-100 Reduced 0.32%
31,000 $504,000
Q4 2023

Feb 14, 2024

SELL
$13.4 - $15.57 $134,000 - $155,700
-10,000 Reduced 24.33%
31,100 $465,000
Q2 2023

Aug 14, 2023

BUY
$13.13 - $14.88 $131,300 - $148,800
10,000 Added 32.15%
41,100 $598,000
Q1 2023

May 15, 2023

BUY
$13.41 - $15.67 $13,410 - $15,670
1,000 Added 3.32%
31,100 $423,000
Q4 2022

Feb 14, 2023

BUY
$11.59 - $14.75 $34,885 - $44,397
3,010 Added 11.11%
30,100 $430,000
Q3 2022

Nov 14, 2022

BUY
$11.44 - $14.6 $81,109 - $103,514
7,090 Added 35.45%
27,090 $321,000
Q2 2022

Aug 15, 2022

BUY
$12.21 - $14.84 $244,200 - $296,800
20,000 New
20,000 $262,000

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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