TD Private Client Wealth’s Carlyle Group CG Stock Holding History

TD Private Client Wealth’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$796K	Buy
2025 Q1	$439K	Buy
2024 Q4	$22.5K	Buy
2024 Q3	$10.6K	Sell
2024 Q2	$17.1K	Sell
2024 Q1	$498K	Buy
2023 Q4	$414K	Sell
2023 Q3	$312K	Buy
2022 Q1	–	Sell
2021 Q4	$824	Buy