AE Wealth Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $270K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $561K | Sell |
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|
2021
Q3 | $523K | Sell |
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|
2021
Q2 | $569K | Buy |
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|
2021
Q1 | $450K | Hold |
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|
2020
Q4 | $385K | Sell |
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|
2020
Q3 | $302K | Hold |
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|
2020
Q2 | $341K | Sell |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $335K | Buy |
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|
2019
Q3 | $243K | Buy |
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