IPAM
Investment Partners Asset Management’s Carlyle Group CG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
+4,528
| New | +$233K | 0.16% | 135 |
|
|
2025
Q1 | – | Sell |
-4,696
| Closed | -$237K | – | 149 |
|
|
2024
Q4 | $237K | Hold |
4,696
| – | – | 0.19% | 127 |
|
|
2024
Q3 | $202K | Buy |
+4,696
| New | +$202K | 0.17% | 133 |
|
|
2024
Q2 | – | Sell |
-4,696
| Closed | -$220K | – | 135 |
|
|
2024
Q1 | $220K | Buy |
+4,696
| New | +$220K | 0.2% | 126 |
|