LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s Carlyle Group CG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q3 		– Sell
-200
Closed -$9.3K – 576
2024
Q2 		$9.3K Buy
+200
New +$9.3K ﹤0.01% 494