Brown Shipley & Co’s Carlyle Group CG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,885	Closed	-$60.2K	–	105
2023 Q2	$60.2K	Hold	1,885	–	–	0.02%	81
2023 Q1	$58.5K	Buy	+1,885	New	+$58.5K	0.04%	67