Joel Isaacson & Co’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-109
| Closed | -$3K | – | 736 |
|
|
2015
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 684 |
|
|
2015
Q1 | $3K | Hold |
109
| – | – | ﹤0.01% | 635 |
|
|
2014
Q4 | $3K | Hold |
109
| – | – | ﹤0.01% | 560 |
|
|
2014
Q3 | $3K | Hold |
109
| – | – | ﹤0.01% | 553 |
|
|
2014
Q2 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 511 |
|