Carolinas Wealth Consulting’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16
| Closed | – | – | 1075 |
|
|
2022
Q3 | $0 | Buy |
+16
| New | – | ﹤0.01% | 882 |
|
|
2022
Q2 | – | Sell |
-13
| Closed | -$1K | – | 892 |
|
|
2022
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 829 |
|
|
2020
Q4 | – | Sell |
-107
| Closed | -$3K | – | 889 |
|
|
2020
Q3 | $3K | Hold |
107
| – | – | ﹤0.01% | 628 |
|
|
2020
Q2 | $3K | Buy |
+107
| New | +$3K | ﹤0.01% | 443 |
|