Beaird Harris Wealth Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-131
| Closed | -$6.62K | – | 512 |
|
|
2024
Q4 | $6.62K | Hold |
131
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $5.64K | Hold |
131
| – | – | ﹤0.01% | 367 |
|
|
2024
Q2 | $5.26K | Hold |
131
| – | – | ﹤0.01% | 442 |
|
|
2024
Q1 | $6.15K | Hold |
131
| – | – | ﹤0.01% | 375 |
|
|
2023
Q4 | $5.33K | Buy |
+131
| New | +$5.33K | ﹤0.01% | 373 |
|