EWA
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Evolution Wealth Advisors’s Carlyle Group CG Stock Holding History

Evolution Wealth Advisors’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,005
Closed -$48K – 240
2021
Q3 		$48K Hold
1,005
– – 0.01% 217
2021
Q2 		$47K Hold
1,005
– – 0.01% 216
2021
Q1 		$37K Buy
1,005
+275
+38% +$10.1K 0.01% 224
2020
Q4 		$23K Buy
+730
New +$23K 0.01% 245