Patten Group’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-450
| Closed | -$7K | – | 250 |
|
|
2018
Q4 | $7K | Hold |
450
| – | – | ﹤0.01% | 459 |
|
|
2018
Q3 | $10K | Hold |
450
| – | – | ﹤0.01% | 506 |
|
|
2018
Q2 | $10K | Hold |
450
| – | – | ﹤0.01% | 480 |
|
|
2018
Q1 | $10K | Hold |
450
| – | – | ﹤0.01% | 465 |
|
|
2017
Q4 | $10K | Hold |
450
| – | – | ﹤0.01% | 482 |
|
|
2017
Q3 | $11K | Buy |
+450
| New | +$11K | ﹤0.01% | 468 |
|