Golden State 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
Q2 | $25.7K | Hold |
500
| – | – | ﹤0.01% | 817 |
|
|
2025
Q1 | $21.8K | Hold |
500
| – | – | ﹤0.01% | 782 |
|
|
2024
Q4 | $25.2K | Buy |
+500
| New | +$25.2K | ﹤0.01% | 711 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$11K | – | 282 |
|
|
2020
Q1 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 601 |
|
|
2019
Q4 | – | Sell |
-735
| Closed | -$19K | – | 180 |
|
|
2019
Q3 | $19K | Buy |
735
+505
| +220% | +$13.1K | 0.01% | 619 |
|
|
2019
Q2 | $5K | Sell |
230
-5,697
| -96% | -$124K | ﹤0.01% | 864 |
|
|
2019
Q1 | $108K | Buy |
+5,927
| New | +$108K | 0.04% | 312 |
|