NewSquare Capital’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.3K Sell
667
-206
-24% -$10.6K ﹤0.01% 344
2025
Q1
$38.1K Buy
873
+867
+14,450% +$37.8K ﹤0.01% 260
2024
Q4
$303 Buy
+6
New +$303 ﹤0.01% 814