Pathstone Family Office’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$210K Buy
2021
Q1
Sell
2020
Q4
$2K Buy
2019
Q4
Sell
2019
Q3
$28K Buy
2017
Q3
Sell
2017
Q2
$174K Buy
2017
Q1
$8K Buy