Prospera Financial Services’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.42M | Sell |
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|
2023
Q1 | $2.39M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2.16M | Sell |
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|
2022
Q1 | $3.71M | Sell |
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|
2021
Q4 | $4.83M | Buy |
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|
2021
Q3 | $4.09M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $30K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.94M | Sell |
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|
2019
Q4 | $4.47M | Sell |
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|
2019
Q3 | $4.77M | Buy |
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|
2019
Q2 | $1.89M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.85M | Buy |
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|
2018
Q3 | $666K | Buy |
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|
2018
Q2 | $611K | Buy |
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|
2018
Q1 | $306K | Buy |
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|
2017
Q4 | $271K | Sell |
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|
2017
Q3 | $284K | Buy |
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