Avion Wealth’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 | $3K | Buy |
60
+16
| +36% | +$800 | ﹤0.01% | 706 |
|
|
2025
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 693 |
|
|
2024
Q4 | $2K | Buy |
44
+6
| +16% | +$273 | ﹤0.01% | 690 |
|
|
2024
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 770 |
|
|
2024
Q2 | $1K | Hold |
38
| – | – | ﹤0.01% | 696 |
|
|
2024
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 648 |
|
|
2023
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 538 |
|