LNWWM
CG icon

Laird Norton Wetherby Wealth Management’s Carlyle Group CG Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,343
Closed -$270K – 932
2021
Q1 		$270K Sell
7,343
-2,703
-27% -$94.8K 0.02% 641
2020
Q4 		$316K Hold
10,046
– – 0.02% 645
2020
Q3 		$248K Hold
10,046
– – 0.02% 578
2020
Q2 		$280K Hold
10,046
– – 0.03% 537
2020
Q1 		$217K Buy
+10,046
New +$290K 0.02% 553

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JSP
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