Shelton Capital Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
7,560
-185
| -2% | -$9.51K | 0.01% | 408 |
|
|
2025
Q1 | $338K | Sell |
7,745
-191
| -2% | -$8.33K | 0.01% | 428 |
|
|
2024
Q4 | $401K | Sell |
7,936
-718
| -8% | -$36.3K | 0.01% | 400 |
|
|
2024
Q3 | $373K | Hold |
8,654
| – | – | 0.01% | 415 |
|
|
2024
Q2 | $347K | Sell |
8,654
-655
| -7% | -$26.3K | 0.01% | 419 |
|
|
2024
Q1 | $437K | Hold |
9,309
| – | – | 0.01% | 378 |
|
|
2023
Q4 | $379K | Buy |
+9,309
| New | +$379K | 0.01% | 396 |
|