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Cape Investment Advisory’s Carlyle Group CG Stock Holding History

Cape Investment Advisory’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2
Closed -$87 – 1188
2025
Q1 		$87 Hold
2
– – ﹤0.01% 1102
2024
Q4 		$101 Buy
+2
New +$101 ﹤0.01% 1100