Regal Investment Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-35
| Closed | -$1K | – | 940 |
|
|
2014
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 870 |
|
|
2014
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 850 |
|
|
2013
Q4 | $1K | Sell |
35
-1,880
| -98% | -$53.7K | ﹤0.01% | 787 |
|
|
2013
Q3 | $49K | Hold |
1,915
| – | – | 0.03% | 300 |
|
|
2013
Q2 | $49K | Buy |
+1,915
| New | +$49K | 0.03% | 290 |
|