Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-248
| Closed | -$12.5K | – | 584 |
|
|
2024
Q4 | $12.5K | Hold |
248
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $10.7K | Sell |
248
-60
| -19% | -$2.58K | ﹤0.01% | 456 |
|
|
2024
Q2 | $12.4K | Hold |
308
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $14.4K | Hold |
308
| – | – | ﹤0.01% | 440 |
|
|
2023
Q4 | $12.5K | Hold |
308
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $9.29K | Hold |
308
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $9.84K | Hold |
308
| – | – | ﹤0.01% | 430 |
|
|
2023
Q1 | $9.57K | Hold |
308
| – | – | ﹤0.01% | 425 |
|
|
2022
Q4 | $9.19K | Buy |
+308
| New | +$9.19K | ﹤0.01% | 425 |
|