Sheaff Brock Investment Advisors’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,574
Closed -$224K 496
2022
Q1
$224K Buy
4,574
+53
+1% +$2.6K 0.02% 434
2021
Q4
$249K Buy
+4,521
New +$249K 0.02% 423