Laird Norton Wetherby Wealth Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,343
| Closed | -$270K | – | 910 |
|
|
2021
Q1 | $270K | Sell |
7,343
-2,703
| -27% | -$99.4K | 0.02% | 641 |
|
|
2020
Q4 | $316K | Hold |
10,046
| – | – | 0.02% | 635 |
|
|
2020
Q3 | $248K | Hold |
10,046
| – | – | 0.02% | 577 |
|
|
2020
Q2 | $280K | Hold |
10,046
| – | – | 0.03% | 537 |
|
|
2020
Q1 | $217K | Buy |
+10,046
| New | +$217K | 0.02% | 552 |
|