A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 45,331 shares of CGBD stock, worth $804,171. This represents 0.03% of its overall portfolio holdings.

Number of Shares
45,331
Previous 45,331 -0.0%
Holding current value
$804,171
Previous $678,000 8.7%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

BUY
$14.44 - $15.83 $73,080 - $80,115
5,061 Added 12.57%
45,331 $657,000
Q1 2022

May 12, 2022

SELL
$13.69 - $14.82 $5,818 - $6,298
-425 Reduced 1.04%
40,270 $579,000
Q4 2021

Jan 21, 2022

BUY
$13.36 - $14.25 $543,685 - $579,903
40,695 New
40,695 $559,000

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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