EWM
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Edge Wealth Management’s Carlyle Group CG Stock Holding History

Edge Wealth Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-300
Closed -$8K – 465
2020
Q2 		$8K Hold
300
– – ﹤0.01% 482
2020
Q1 		$7K Hold
300
– – ﹤0.01% 426
2019
Q4 		$10K Buy
+300
New +$10K ﹤0.01% 420