Jaffetilchin Investment Partners’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
5,631
-35
| -0.6% | -$1.8K | 0.02% | 351 |
|
|
2025
Q1 | $247K | Buy |
5,666
+45
| +0.8% | +$1.96K | 0.02% | 358 |
|
|
2024
Q4 | $284K | Sell |
5,621
-5
| -0.1% | -$252 | 0.02% | 322 |
|
|
2024
Q3 | $242K | Buy |
5,626
+110
| +2% | +$4.74K | 0.02% | 322 |
|
|
2024
Q2 | $221K | Buy |
5,516
+844
| +18% | +$33.9K | 0.02% | 323 |
|
|
2024
Q1 | $219K | Buy |
+4,672
| New | +$219K | 0.02% | 336 |
|
|
2022
Q3 | – | Sell |
-6,563
| Closed | -$208K | – | 314 |
|
|
2022
Q2 | $208K | Buy |
6,563
+9
| +0.1% | +$285 | 0.02% | 297 |
|
|
2022
Q1 | $233K | Buy |
6,554
+554
| +9% | +$19.7K | 0.03% | 289 |
|
|
2021
Q4 | $329K | Buy |
6,000
+938
| +19% | +$51.4K | 0.03% | 264 |
|
|
2021
Q3 | $239K | Buy |
+5,062
| New | +$239K | 0.03% | 313 |
|