Elevated Capital Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.11M | Buy |
+22,716
| New | +$1.11M | 0.37% | 89 |
|
|
2021
Q3 | $1.04M | Buy |
+21,943
| New | +$1.04M | 0.36% | 86 |
|
|
2021
Q1 | $1.61M | Sell |
40,879
-12,248
| -23% | -$481K | 0.62% | 49 |
|
|
2020
Q4 | $1.67M | Sell |
53,127
-2,832
| -5% | -$89K | 0.72% | 42 |
|
|
2020
Q3 | $1.57M | Sell |
55,959
-69
| -0.1% | -$1.93K | 0.73% | 40 |
|
|
2020
Q2 | $1.51M | Buy |
+56,028
| New | +$1.51M | 0.71% | 44 |
|