DAS
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Diversify Advisory Services’s Carlyle Group CG Stock Holding History

Diversify Advisory Services’s Portfolio CG Stock Details CG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$565K Buy
+8,719
New +$565K 0.02% 495
2024
Q2 		– Sell
-5,523
Closed -$256K – 649
2024
Q1 		$256K Buy
+5,523
New +$256K 0.02% 565