Triad Financial Advisors’s Carlyle Group CG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,580	Closed	-$273K	–	105
2022 Q1	$273K	Hold	5,580	–	–	0.15%	87
2021 Q4	$306K	Buy	+5,580	New	+$306K	0.18%	82