PWA
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Principia Wealth Advisory’s Carlyle Group CG Stock Holding History

Principia Wealth Advisory’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 		$1.75K Buy
34
+19
+127% +$977 ﹤0.01% 415
2025
Q1 		$593 Buy
15
+13
+650% +$514 ﹤0.01% 529
2024
Q4 		$101 Buy
+2
New +$101 ﹤0.01% 765