Pittenger & Anderson Inc’s Carlyle Group CG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,000
| Closed | -$155K | – | 468 |
|
|
2023
Q1 | $155K | Hold |
5,000
| – | – | 0.01% | 217 |
|
|
2022
Q4 | $149K | Buy |
5,000
+1,000
| +25% | +$29.8K | 0.01% | 220 |
|
|
2022
Q3 | $103K | Buy |
+4,000
| New | +$103K | 0.01% | 233 |
|
|
2022
Q2 | – | Sell |
-3,800
| Closed | -$186K | – | 440 |
|
|
2022
Q1 | $186K | Buy |
+3,800
| New | +$186K | 0.01% | 216 |
|