Guild Investment Management’s Carlyle Group CG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-46,730	Closed	-$1.45M	–	61
2023 Q1	$1.45M	Sell	46,730 -2,600	-5%	-$80.8K	2.23%	13
2022 Q4	$1.47M	Buy	+49,330	New	+$1.47M	2.52%	13
2019 Q4	–	Sell	-76,300	Closed	-$1.95M	–	51
2019 Q3	$1.95M	Buy	+76,300	New	+$1.95M	2.69%	16