Emerald Advisors’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-15,278
Closed -$377K 83
2020
Q3
$377K Buy
15,278
+275
+2% +$6.79K 0.14% 50
2020
Q2
$419K Buy
15,003
+176
+1% +$4.92K 0.18% 45
2020
Q1
$364K Buy
+14,827
New +$364K 0.16% 49