TCI Wealth Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,799
| Closed | -$86.9K | – | 563 |
|
|
2023
Q1 | $86.9K | Buy |
+2,799
| New | +$86.9K | 0.01% | 301 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | – | – | 2517 |
|
|
2022
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 2284 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 2298 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2256 |
|