JFS Wealth Advisors’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 | $5.41K | Sell |
116
-68
| -37% | -$3.17K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $7.55K | Buy |
184
+12
| +7% | +$493 | ﹤0.01% | 975 |
|
|
2024
Q4 | $8.16K | Buy |
172
+76
| +79% | +$3.61K | ﹤0.01% | 924 |
|
|
2024
Q3 | $3.72K | Buy |
96
+5
| +5% | +$193 | ﹤0.01% | 1229 |
|
|
2024
Q2 | $3.28K | Hold |
91
| – | – | ﹤0.01% | 1236 |
|
|
2024
Q1 | $3.85K | Buy |
91
+11
| +14% | +$465 | ﹤0.01% | 1192 |
|
|
2023
Q4 | $3.26K | Sell |
80
-27
| -25% | -$1.1K | ﹤0.01% | 1228 |
|
|
2023
Q3 | $3.23K | Buy |
107
+60
| +128% | +$1.81K | ﹤0.01% | 1184 |
|
|
2023
Q2 | $1.5K | Buy |
47
+6
| +15% | +$192 | ﹤0.01% | 1490 |
|
|
2023
Q1 | $1.27K | Buy |
+41
| New | +$1.27K | ﹤0.01% | 1514 |
|