IWA
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IBEX Wealth Advisors’s Carlyle Group CG Stock Holding History

IBEX Wealth Advisors’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,105
Closed -$225K – 179
2021
Q4 		$225K Sell
4,105
-106
-3% -$5.81K 0.04% 165
2021
Q3 		$199K Buy
+4,211
New +$199K 0.04% 174