LWM
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Laidlaw Wealth Management’s Carlyle Group CG Stock Holding History

Laidlaw Wealth Management’s Portfolio CG Stock Details CG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-22,543
Closed -$723K – 156
2019
Q4 		$723K Buy
+22,543
New +$723K 0.46% 75