BDO Wealth Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,544
| Closed | -$80K | – | 1170 |
|
|
2020
Q4 | $80K | Hold |
2,544
| – | – | 0.01% | 309 |
|
|
2020
Q3 | $63K | Hold |
2,544
| – | – | 0.01% | 306 |
|
|
2020
Q2 | $71K | Hold |
2,544
| – | – | 0.01% | 297 |
|
|
2020
Q1 | $55K | Buy |
+2,544
| New | +$55K | 0.01% | 324 |
|
|
2019
Q4 | – | Sell |
-2,544
| Closed | -$65K | – | 589 |
|
|
2019
Q3 | $65K | Hold |
2,544
| – | – | 0.02% | 286 |
|
|
2019
Q2 | $58K | Buy |
+2,544
| New | +$58K | 0.02% | 288 |
|