B. Riley 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
2022
Q2
$127K Buy
2022
Q1
Sell
2021
Q4
$216K Buy
2015
Q3
Sell
2015
Q2
$7K Sell
2015
Q1
$11K Buy
2014
Q4
$8K Buy
2014
Q3
$9K Buy
2014
Q2
$6K Buy
2014
Q1
$7K Buy