BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-35
| Closed | -$2K | – | 1041 |
|
|
2021
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 798 |
|
|
2021
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 839 |
|
|
2020
Q4 | $1K | Sell |
35
-15
| -30% | -$429 | ﹤0.01% | 836 |
|
|
2020
Q3 | $1K | Sell |
50
-104
| -68% | -$2.08K | ﹤0.01% | 772 |
|
|
2020
Q2 | $4K | Hold |
154
| – | – | ﹤0.01% | 644 |
|
|
2020
Q1 | $3K | Buy |
+154
| New | +$3K | ﹤0.01% | 652 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$3K | – | 938 |
|
|
2019
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 598 |
|