Bank Julius Baer & Co’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,620
| Closed | -$920K | – | 534 |
|
|
2023
Q4 | $920K | Buy |
22,620
+7,436
| +49% | +$303K | ﹤0.01% | 286 |
|
|
2023
Q3 | $458K | Buy |
15,184
+460
| +3% | +$13.9K | ﹤0.01% | 324 |
|
|
2023
Q2 | $470K | Buy |
14,724
+7,224
| +96% | +$231K | ﹤0.01% | 341 |
|
|
2023
Q1 | $233K | Buy |
+7,500
| New | +$233K | ﹤0.01% | 426 |
|