Roosevelt Investment Group’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$388K Buy
15,000
+5,000
+50% +$129K 0.03% 198
2022
Q2
$317K Hold
10,000
0.02% 211
2022
Q1
$489K Hold
10,000
0.03% 194
2021
Q4
$549K Buy
+10,000
New +$549K 0.03% 181