CIBC Private Wealth Group’s Carlyle Group CG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.7K | Sell |
1,200
-677
| -36% | -$34.8K | ﹤0.01% | 1581 |
|
|
2025
Q1 | $66.5K | Buy |
1,877
+27
| +1% | +$956 | ﹤0.01% | 1529 |
|
|
2024
Q4 | $96.8K | Sell |
1,850
-9
| -0.5% | -$471 | ﹤0.01% | 1428 |
|
|
2024
Q3 | $80K | Buy |
1,859
+9
| +0.5% | +$388 | ﹤0.01% | 1588 |
|
|
2024
Q2 | $74.9K | Buy |
1,850
+700
| +61% | +$28.3K | ﹤0.01% | 1509 |
|
|
2024
Q1 | $53.4K | Buy |
+1,150
| New | +$53.4K | ﹤0.01% | 1648 |
|
|
2018
Q3 | – | Sell |
-1,400
| Closed | -$30K | – | 1080 |
|
|
2018
Q2 | $30K | Hold |
1,400
| – | – | ﹤0.01% | 1303 |
|
|
2018
Q1 | $30K | Sell |
1,400
-1,500
| -52% | -$32.1K | ﹤0.01% | 1282 |
|
|
2017
Q4 | $66K | Buy |
+2,900
| New | +$66K | ﹤0.01% | 1109 |
|