LWANC
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Laurel Wealth Advisors (North Carolina)’s Carlyle Group CG Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17
Closed -$733 – 740
2024
Q3 		$733 Hold
17
– – ﹤0.01% 643
2024
Q2 		$683 Hold
17
– – ﹤0.01% 595
2024
Q1 		$798 Buy
+17
New +$798 ﹤0.01% 586