Koch Industries’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-18,016
| Closed | -$385K | – | 118 |
|
|
2018
Q1 | $385K | Buy |
18,016
+1,236
| +7% | +$26.4K | 0.04% | 527 |
|
|
2017
Q4 | $384K | Buy |
+16,780
| New | +$384K | 0.06% | 343 |
|
|
2017
Q1 | – | Sell |
-10,973
| Closed | -$167K | – | 273 |
|
|
2016
Q4 | $167K | Buy |
+10,973
| New | +$167K | 0.38% | 54 |
|