PWM
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Prentice Wealth Management’s Carlyle Group CG Stock Holding History

Prentice Wealth Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$289K Sell
5,616
-204
-4% -$10.5K 0.08% 100
2025
Q1 		$254K Buy
+5,820
New +$254K 0.07% 104