Dynamic Advisor Solutions’s Carlyle Group CG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
5,320
+173
| +3% | +$8.89K | 0.01% | 774 |
|
|
2025
Q1 | $224K | Buy |
5,147
+314
| +6% | +$13.7K | 0.01% | 783 |
|
|
2024
Q4 | $244K | Sell |
4,833
-581
| -11% | -$29.3K | 0.01% | 575 |
|
|
2024
Q3 | $233K | Sell |
5,414
-9
| -0.2% | -$388 | 0.01% | 837 |
|
|
2024
Q2 | $218K | Sell |
5,423
-339
| -6% | -$13.6K | 0.01% | 856 |
|
|
2024
Q1 | $270K | Buy |
5,762
+339
| +6% | +$15.9K | 0.01% | 785 |
|
|
2023
Q4 | $213K | Buy |
+5,423
| New | +$213K | 0.01% | 820 |
|