GPS Wealth Strategies Group’s Carlyle Group CG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308 | Buy |
6
+5
| +500% | +$257 | ﹤0.01% | 1523 |
|
|
2025
Q1 | $44 | Buy |
+1
| New | +$44 | ﹤0.01% | 1489 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$9.05K | – | 1254 |
|
|
2023
Q3 | $9.05K | Hold |
300
| – | – | ﹤0.01% | 857 |
|
|
2023
Q2 | $9.59K | Hold |
300
| – | – | ﹤0.01% | 851 |
|
|
2023
Q1 | $9.32K | Buy |
+300
| New | +$9.32K | ﹤0.01% | 855 |
|
|
2022
Q4 | – | Sell |
-300
| Closed | -$8K | – | 270 |
|
|
2022
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 803 |
|
|
2022
Q2 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 777 |
|