Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-18,524
| Closed | -$906K | – | 224 |
|
|
2022
Q1 | $906K | Sell |
18,524
-174
| -0.9% | -$8.51K | 0.21% | 91 |
|
|
2021
Q4 | $1.03M | Hold |
18,698
| – | – | 0.24% | 90 |
|
|
2021
Q3 | $884K | Buy |
18,698
+1,390
| +8% | +$65.7K | 0.22% | 96 |
|
|
2021
Q2 | $804K | Buy |
17,308
+8,091
| +88% | +$376K | 0.2% | 101 |
|
|
2021
Q1 | $339K | Buy |
+9,217
| New | +$339K | 0.09% | 143 |
|