Nelson Joseph
Known title: PAOCIK: 0001971028
Nelson Joseph's purchase track record
How the stock did after each of Nelson Joseph's open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
Purchases measured
3
of 4 since December 21, 2023
Stock higher 6 months later
67%
3 months: 50%
Median 6-month return
+2.6%
3 months: -0.6%
Beat the S&P 500
33%
median -5.9% vs. index
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 6/22/2026 | CCIF | $5K | -6.2% | pending | — |
| 12/22/2025 | CCIF | $6K | -28.0% | -34.7% | +8.6% |
| 11/10/2025 | CGBD | $18K | +5.9% | +2.6% | +8.5% |
| 12/21/2023 | CCIF | $20K | +4.9% | +15.9% | +15.3% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Transaction History
| CCIF | ▲ Buy | Open Market | 2,000 | $5K | 6/22/2026 | View on chart |
| CCIF | ▲ Buy | Open Market | 1,200 | $6K | 12/22/2025 | View on chart |
| CGBD | ▲ Buy | Open Market | 1,500 | $18K | 11/10/2025 | View on chart |
| CCIF | ▲ Buy | Open Market | 2,500 | $20K | 12/21/2023 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 25, 2026
CGBD Dividend Ex-Date Approaches
Carlyle Secured Lending is highlighted for its upcoming ex-dividend date, a key moment for income-focused investors. The stock currently offers a 13.61% yield, which is a significant factor in its current valuation. This news is relevant as it marks a specific date when the stock price typically adjusts to reflect the dividend payment.
CGBD Dividend Ex-Date Approaches. Carlyle Secured Lending is highlighted for its upcoming ex-dividend date, a key moment for income-focused investors. The stock currently offers a 13.61% yield, which is a significant factor in its current valuation. This news is relevant as it marks a specific date when the stock price typically adjusts to reflect the dividend payment.