BigSur Wealth Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $214K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $231K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Hold |
|
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $212K | Hold |
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|
2017
Q4 | $227K | Sell |
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|
2017
Q3 | $274K | Hold |
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|
2017
Q2 | $254K | Hold |
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|
2017
Q1 | $207K | Sell |
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|
2016
Q4 | $193K | Buy |
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