RWS
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Retirement Wealth Solutions’s Carlyle Group CG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$57.4K Buy
1,117
+88
+9% +$4.52K 0.04% 84
2025
Q1
$44.9K Sell
1,029
-106
-9% -$4.62K 0.04% 84
2024
Q4
$57.1K Buy
+1,135
New +$57.1K 0.05% 77