GHP Investment Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-295
| Closed | -$8.63K | – | 862 |
|
|
2023
Q3 | $8.63K | Hold |
295
| – | – | ﹤0.01% | 717 |
|
|
2023
Q2 | $9.44K | Hold |
295
| – | – | ﹤0.01% | 700 |
|
|
2023
Q1 | $9.16K | Hold |
295
| – | – | ﹤0.01% | 701 |
|
|
2022
Q4 | $8.8K | Hold |
295
| – | – | ﹤0.01% | 714 |
|
|
2022
Q3 | $8K | Hold |
295
| – | – | ﹤0.01% | 714 |
|
|
2022
Q2 | $9K | Buy |
+295
| New | +$9K | ﹤0.01% | 693 |
|