JP Morgan Private Wealth Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.51M | Sell |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $16.6M | Sell |
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|
2022
Q2 | $58.8M | Buy |
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|
2022
Q1 | $89.8M | Buy |
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|
2021
Q4 | $93.4M | Buy |
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|
2021
Q3 | $79.4M | Buy |
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|
2021
Q2 | $75.5M | Buy |
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|
2021
Q1 | $41.2M | Sell |
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|
2020
Q4 | $42.9M | Buy |
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|
2020
Q3 | $23.2M | Buy |
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|
2020
Q2 | $14.9M | Buy |
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|
2020
Q1 | $10.6M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $11.1M | Buy |
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|
2019
Q2 | $7.28M | Sell |
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|
2019
Q1 | $5.95M | Buy |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $8.3M | Buy |
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|
2018
Q2 | $5.42M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $595K | Buy |
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|
2015
Q2 | $918K | Buy |
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