Triad Wealth Partners’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
7,007
-419
| -6% | -$21.5K | 0.07% | 191 |
|
|
2025
Q1 | $324K | Sell |
7,426
-839
| -10% | -$36.6K | 0.1% | 149 |
|
|
2024
Q4 | $417K | Buy |
+8,265
| New | +$417K | 0.15% | 106 |
|
|
2024
Q3 | – | Sell |
-6,965
| Closed | -$280K | – | 196 |
|
|
2024
Q2 | $280K | Buy |
+6,965
| New | +$280K | 0.15% | 69 |
|