M Holdings Securities’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,981
Closed -$244K 446
2022
Q1
$244K Buy
+4,981
New +$244K 0.02% 441
2021
Q2
Sell
-6,177
Closed -$227K 268
2021
Q1
$227K Buy
+6,177
New +$227K 0.02% 444