Gould Capital’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$40.7K | – | 195 |
|
|
2023
Q4 | $40.7K | Hold |
1,000
| – | – | 0.03% | 95 |
|
|
2023
Q3 | $30.1K | Sell |
1,000
-102
| -9% | -$3.07K | 0.02% | 98 |
|
|
2023
Q2 | $35.2K | Buy |
1,102
+101
| +10% | +$3.23K | 0.03% | 95 |
|
|
2023
Q1 | $31.1K | Sell |
1,001
-1,459
| -59% | -$45.3K | 0.02% | 100 |
|
|
2022
Q4 | $73.4K | Buy |
2,460
+1,916
| +352% | +$57.2K | 0.06% | 68 |
|
|
2022
Q3 | $14K | Buy |
544
+5
| +0.9% | +$129 | 0.01% | 125 |
|
|
2022
Q2 | $17K | Buy |
539
+4
| +0.7% | +$126 | 0.01% | 118 |
|
|
2022
Q1 | $26K | Buy |
535
+3
| +0.6% | +$146 | 0.02% | 100 |
|
|
2021
Q4 | $29K | Buy |
+532
| New | +$29K | 0.02% | 107 |
|