SW
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Simplicity Wealth’s Carlyle Group CG Stock Holding History

Simplicity Wealth’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-41,534
Closed -$1.67M – 602
2024
Q2 		$1.67M Sell
41,534
-800
-2% -$32.1K 0.04% 387
2024
Q1 		$1.99M Buy
+42,334
New +$1.99M 0.05% 352