Coldstream Capital Management’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,308
Closed -$101K 1520
2025
Q1
$101K Buy
+2,308
New +$101K ﹤0.01% 1345