JRM Investment Counsel’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
-33,910
Closed -$955K 36
2015
Q2
$955K Hold
33,910
0.83% 31
2015
Q1
$919K Buy
33,910
+3,000
+10% +$81.3K 0.79% 31
2014
Q4
$850K Buy
+30,910
New +$850K 0.77% 32