PWP
Perfromance Wealth Partners’s Carlyle Group CG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-145,564
| Closed | -$4.61M | – | 166 |
|
|
2022
Q2 | $4.61M | Sell |
145,564
-13,376
| -8% | -$424K | 0.26% | 34 |
|
|
2022
Q1 | $7.77M | Buy |
158,940
+3,774
| +2% | +$185K | 0.34% | 30 |
|
|
2021
Q4 | $8.52M | Buy |
+155,166
| New | +$8.52M | 0.34% | 30 |
|