San Francisco Sentry 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
2021 Q2	$579K	Buy	12,465 +5,475	+78%	+$254K	0.3%	93
2021 Q1	$257K	Hold	6,990	–	–	0.11%	191
2020 Q4	$220K	Buy	6,990 +550	+9%	+$17.3K	0.1%	187
2020 Q3	$159K	Buy	6,440 +1,785	+38%	+$44.1K	0.08%	209
2020 Q2	$130K	Buy	+4,655	New	+$130K	0.07%	225