EverSource Wealth Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.9K | Buy |
|
|||||
|
2025
Q1 | $51.3K | Buy |
|
|||||
|
2024
Q4 | $53.7K | Buy |
|
|||||
|
2024
Q3 | $16.9K | Sell |
|
|||||
|
2024
Q2 | $21.1K | Sell |
|
|||||
|
2024
Q1 | $166K | Buy |
|
|||||
|
2023
Q4 | $116K | Buy |
|
|||||
|
2023
Q3 | $28.4K | Buy |
|
|||||
|
2023
Q2 | $21.7K | Sell |
|
|||||
|
2023
Q1 | $59K | Buy |
|
|||||
|
2022
Q4 | $52.1K | Buy |
|
|||||
|
2022
Q3 | $3K | Sell |
|
|||||
|
2022
Q2 | $50K | Buy |
|
|||||
|
2022
Q1 | $1K | Hold |
|
|||||
|
2021
Q4 | $2K | Buy |
|