Retirement Planning Company of New England’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $571K | Sell |
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|
2025
Q2 | $574K | Sell |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $518K | Sell |
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|
2024
Q3 | $469K | Buy |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $264K | Sell |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $181K | Buy |
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