CIBC Private Wealth Group’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$61.7K Sell
2025
Q1
$66.5K Buy
2024
Q4
$96.8K Sell
2024
Q3
$80K Buy
2024
Q2
$74.9K Buy
2024
Q1
$53.4K Buy
2018
Q3
Sell
2018
Q2
$30K Hold
2018
Q1
$30K Sell
2017
Q4
$66K Buy