Navellier & Associates’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,000
| Closed | -$257K | – | 236 |
|
|
2019
Q4 | $257K | Buy |
+8,000
| New | +$257K | 0.04% | 250 |
|
|
2018
Q2 | – | Sell |
-38,528
| Closed | -$823K | – | 308 |
|
|
2018
Q1 | $823K | Buy |
38,528
+6,464
| +20% | +$138K | 0.12% | 150 |
|
|
2017
Q4 | $734K | Buy |
32,064
+3,539
| +12% | +$81K | 0.14% | 156 |
|
|
2017
Q3 | $673K | Buy |
+28,525
| New | +$673K | 0.13% | 118 |
|