Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,950
| Closed | -$472K | – | 807 |
|
|
2024
Q3 | $472K | Buy |
10,950
+58
| +0.5% | +$2.5K | 0.03% | 464 |
|
|
2024
Q2 | $437K | Sell |
10,892
-1,106
| -9% | -$44.4K | 0.04% | 423 |
|
|
2024
Q1 | $563K | Hold |
11,998
| – | – | 0.06% | 321 |
|
|
2023
Q4 | $488K | Sell |
11,998
-2,922
| -20% | -$119K | 0.06% | 349 |
|
|
2023
Q3 | $450K | Buy |
+14,920
| New | +$450K | 0.08% | 267 |
|