Endurance Wealth Management’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,000
Closed -$23K 518
2017
Q4
$23K Hold
1,000
﹤0.01% 337
2017
Q3
$24K Buy
+1,000
New +$24K ﹤0.01% 328