Dynamic Advisor Solutions’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$302K Sell
2025
Q2
$273K Buy
2025
Q1
$224K Buy
2024
Q4
$244K Sell
2024
Q3
$233K Sell
2024
Q2
$218K Sell
2024
Q1
$270K Buy
2023
Q4
$213K Buy