JWCA
CG icon

J.W. Cole Advisors’s Carlyle Group CG Stock Holding History

J.W. Cole 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
2025
Q2 		$550K Sell
10,703
-253
-2% -$13K 0.01% 882
2025
Q1 		$478K Buy
10,956
+5,517
+101% +$240K 0.01% 786
2024
Q4 		$275K Buy
+5,439
New +$275K 0.01% 812