Ameritas Advisory Services’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9K | Buy |
+737
| New | +$37.9K | ﹤0.01% | 1437 |
|
|
2023
Q2 | – | Sell |
-22,691
| Closed | -$684K | – | 865 |
|
|
2023
Q1 | $684K | Buy |
22,691
+11,027
| +95% | +$332K | 0.03% | 402 |
|
|
2022
Q4 | $348K | Buy |
11,664
+729
| +7% | +$21.8K | 0.02% | 664 |
|
|
2022
Q3 | $283K | Buy |
10,935
+1,650
| +18% | +$42.7K | 0.02% | 604 |
|
|
2022
Q2 | $294K | Buy |
9,285
+4,845
| +109% | +$153K | 0.02% | 627 |
|
|
2022
Q1 | $217K | Buy |
+4,440
| New | +$217K | 0.01% | 777 |
|