JFS Wealth Advisors’s Carlyle Group CG Stock Holding History

JFS Wealth Advisors’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.41K	Sell
2025 Q1	$7.55K	Buy
2024 Q4	$8.16K	Buy
2024 Q3	$3.71K	Buy
2024 Q2	$3.28K	Hold
2024 Q1	$3.85K	Buy
2023 Q4	$3.26K	Sell
2023 Q3	$3.23K	Buy
2023 Q2	$1.5K	Buy
2023 Q1	$1.27K	Buy