AWM
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Avitas Wealth Management’s Carlyle Group CG Stock Holding History

Avitas Wealth Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,442
Closed -$291K – 185
2020
Q2 		$291K Buy
+10,442
New +$291K 0.1% 153