Ballentine Partners’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,401
Closed -$233K 904
2024
Q3
$233K Buy
+5,401
New +$233K ﹤0.01% 693