Optimum 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 | $92.5K | Sell |
1,800
-400
| -18% | -$20.6K | 0.04% | 265 |
|
|
2025
Q1 | $95.9K | Buy |
+2,200
| New | +$95.9K | 0.05% | 250 |
|
|
2023
Q4 | – | Sell |
-400
| Closed | -$12.1K | – | 657 |
|
|
2023
Q3 | $12.1K | Hold |
400
| – | – | 0.01% | 524 |
|
|
2023
Q2 | $12.8K | Buy |
+400
| New | +$12.8K | 0.01% | 526 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$11K | – | 959 |
|
|
2018
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 823 |
|
|
2018
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 828 |
|
|
2018
Q1 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 810 |
|