MSWA
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Marshall & Sterling Wealth Advisors’s Carlyle Group CG Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		$5.35K Sell
104
-13
-11% -$668 ﹤0.01% 476
2025
Q1 		$5.1K Buy
+117
New +$5.1K ﹤0.01% 466