Nisa Investment Advisors’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 | $22.7K | Buy |
441
+281
| +176% | +$14.4K | ﹤0.01% | 1877 |
|
|
2025
Q1 | $6.97K | Sell |
160
-405
| -72% | -$17.7K | ﹤0.01% | 2181 |
|
|
2024
Q4 | $28.5K | Buy |
565
+405
| +253% | +$20.4K | ﹤0.01% | 1828 |
|
|
2024
Q3 | $6.89K | Hold |
160
| – | – | ﹤0.01% | 2162 |
|
|
2024
Q2 | $6.42K | Buy |
160
+90
| +129% | +$3.61K | ﹤0.01% | 2240 |
|
|
2024
Q1 | $3.28K | Hold |
70
| – | – | ﹤0.01% | 2164 |
|
|
2023
Q4 | $2.85K | Sell |
70
-6,130
| -99% | -$249K | ﹤0.01% | 2162 |
|
|
2023
Q3 | $187K | Buy |
+6,200
| New | +$187K | ﹤0.01% | 1323 |
|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$90K | – | 2550 |
|
|
2022
Q4 | $90K | Buy |
+3,000
| New | +$90K | ﹤0.01% | 1582 |
|