Beck Capital Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-25,840
| Closed | -$610K | – | 117 |
|
|
2017
Q3 | $610K | Buy |
+25,840
| New | +$610K | 0.29% | 68 |
|
|
2014
Q3 | – | Sell |
-21,879
| Closed | -$743K | – | 148 |
|
|
2014
Q2 | $743K | Sell |
21,879
-14,818
| -40% | -$503K | 0.49% | 70 |
|
|
2014
Q1 | $1.3M | Sell |
36,697
-4,203
| -10% | -$149K | 0.99% | 32 |
|
|
2013
Q4 | $1.46M | Buy |
+40,900
| New | +$1.46M | 1.18% | 24 |
|