Jessup 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
2024 Q2	–	Sell	-162,670	Closed	-$7.63M	–	62
2024 Q1	$7.63M	Buy	+162,670	New	+$7.63M	3.27%	10