James Investment Research’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
2019
Q1
$12K Sell
2018
Q4
$188K Sell
2018
Q3
$1.17M Sell
2018
Q2
$3.11M Buy
2018
Q1
$860K Sell
2017
Q4
$1.04M Buy
2017
Q3
$920K Buy
2017
Q2
$669K Buy