Transform Wealth’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-33,000
| Closed | -$520K | – | 167 |
|
|
2018
Q4 | $520K | Sell |
33,000
-17,400
| -35% | -$274K | 0.11% | 131 |
|
|
2018
Q3 | $1.14M | Sell |
50,400
-24,800
| -33% | -$559K | 0.2% | 116 |
|
|
2018
Q2 | $1.6M | Sell |
75,200
-35,600
| -32% | -$758K | 0.29% | 104 |
|
|
2018
Q1 | $2.37M | Buy |
110,800
+600
| +0.5% | +$12.8K | 0.45% | 79 |
|
|
2017
Q4 | $2.52M | Buy |
+110,200
| New | +$2.52M | 0.47% | 75 |
|