IBEX Wealth Advisors’s Carlyle Group CG Stock Holding History

IBEX Wealth Advisors’s Portfolio CG Stock Details CG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.49M	Buy
2022 Q1	–	Sell
2021 Q4	$225K	Sell
2021 Q3	$199K	Buy