Financial Architects (New Jersey)’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9
| Closed | – | – | 1107 |
|
|
2019
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1300 |
|
|
2018
Q4 | $0 | Sell |
9
-1,135
| -99% | – | ﹤0.01% | 1221 |
|
|
2018
Q3 | $26K | Hold |
1,144
| – | – | ﹤0.01% | 727 |
|
|
2018
Q2 | $24K | Hold |
1,144
| – | – | ﹤0.01% | 760 |
|
|
2018
Q1 | $24K | Sell |
1,144
-365
| -24% | -$7.66K | ﹤0.01% | 725 |
|
|
2017
Q4 | $34K | Hold |
1,509
| – | – | 0.01% | 694 |
|
|
2017
Q3 | $35K | Buy |
1,509
+1,500
| +16,667% | +$34.8K | 0.01% | 713 |
|
|
2017
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1406 |
|
|
2017
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1464 |
|
|
2016
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1367 |
|
|
2016
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1397 |
|
|
2016
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1386 |
|