MWA
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Monograph Wealth Advisors’s Carlyle Group CG Stock Holding History

Monograph 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
2024
Q2 		– Sell
-7,175
Closed -$337K – 125
2024
Q1 		$337K Buy
+7,175
New +$337K 0.05% 122