IHT Wealth Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,986
| Closed | -$41K | – | 569 |
|
|
2018
Q1 | $41K | Sell |
1,986
-317
| -14% | -$6.54K | 0.01% | 739 |
|
|
2017
Q4 | $56K | Buy |
2,303
+259
| +13% | +$6.3K | 0.01% | 663 |
|
|
2017
Q3 | $49K | Hold |
2,044
| – | – | 0.02% | 524 |
|
|
2017
Q2 | $309 | Hold |
2,044
| – | – | 0.15% | 169 |
|
|
2017
Q1 | $33K | Buy |
+2,044
| New | +$33K | 0.02% | 524 |
|