Daymark Wealth Partners’s Carlyle Group CG Stock Holding History

Daymark Wealth Partners’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.38M	Buy
2025 Q2	$972K	Buy
2025 Q1	$437K	Buy
2024 Q4	$244K	Sell
2024 Q3	$212K	Buy
2024 Q2	–	Sell
2024 Q1	$220K	Buy