Dakota Wealth Management’s Carlyle Group CG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,000	Closed	-$384K	–	452
2021 Q4	$384K	Hold	7,000	–	–	0.04%	276
2021 Q3	$331K	Buy	+7,000	New	+$331K	0.04%	270