CWG
Cornerstone Wealth Group’s Carlyle Group CG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-113,023
| Closed | -$3.63M | – | 119 |
|
|
2019
Q4 | $3.63M | Sell |
113,023
-9,174
| -8% | -$294K | 0.98% | 28 |
|
|
2019
Q3 | $3.12M | Sell |
122,197
-5,725
| -4% | -$146K | 0.78% | 37 |
|
|
2019
Q2 | $2.89M | Buy |
127,922
+51,841
| +68% | +$1.17M | 0.78% | 29 |
|
|
2019
Q1 | $1.39M | Buy |
+76,081
| New | +$1.39M | 0.35% | 69 |
|