FFT 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 |
-12,887
| Closed | -$651K | – | 121 |
|
|
2024
Q4 | $651K | Buy |
12,887
+863
| +7% | +$43.6K | 0.05% | 79 |
|
|
2024
Q3 | $518K | Buy |
12,024
+859
| +8% | +$37K | 0.04% | 86 |
|
|
2024
Q2 | $448K | Sell |
11,165
-448
| -4% | -$18K | 0.04% | 84 |
|
|
2024
Q1 | $545K | Buy |
11,613
+1,538
| +15% | +$72.1K | 0.05% | 71 |
|
|
2023
Q4 | $410K | Buy |
10,075
+922
| +10% | +$37.5K | 0.04% | 69 |
|
|
2023
Q3 | $276K | Buy |
9,153
+663
| +8% | +$20K | 0.04% | 72 |
|
|
2023
Q2 | $271K | Buy |
+8,490
| New | +$271K | 0.03% | 80 |
|