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Bellwether Advisors’s Carlyle Group CG Stock Holding History

Bellwether Advisors’s Portfolio CG Stock Details CG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,905
Closed -$533K – 425
2022
Q1 		$533K Buy
10,905
+54
+0.5% +$2.64K 0.16% 98
2021
Q4 		$595K Buy
+10,851
New +$595K 0.19% 83