RegentAtlantic Capital’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$252K Sell
2022
Q2
$339K Sell
2022
Q1
$526K Buy
2021
Q4
$539K Buy
2021
Q3
$462K Sell
2021
Q2
$514K Sell
2021
Q1
$432K Sell
2020
Q4
$376K Sell
2020
Q3
$374K Sell
2020
Q2
$744K Sell
2020
Q1
$784K Buy