TSWM
Triangle Securities Wealth Management’s Carlyle Group CG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
7,270
-345
| -5% | -$17.7K | 0.09% | 172 |
|
|
2025
Q1 | $332K | Hold |
7,615
| – | – | 0.09% | 177 |
|
|
2024
Q4 | $384K | Sell |
7,615
-730
| -9% | -$36.9K | 0.1% | 164 |
|
|
2024
Q3 | $359K | Sell |
8,345
-675
| -7% | -$29.1K | 0.09% | 178 |
|
|
2024
Q2 | $362K | Sell |
9,020
-75
| -0.8% | -$3.01K | 0.1% | 170 |
|
|
2024
Q1 | $427K | Sell |
9,095
-75
| -0.8% | -$3.52K | 0.12% | 157 |
|
|
2023
Q4 | $373K | Buy |
9,170
+1,100
| +14% | +$44.8K | 0.12% | 157 |
|
|
2023
Q3 | $243K | Hold |
8,070
| – | – | 0.09% | 173 |
|
|
2023
Q2 | $258K | Sell |
8,070
-125
| -2% | -$3.99K | 0.09% | 170 |
|
|
2023
Q1 | $255K | Buy |
8,195
+200
| +3% | +$6.21K | 0.09% | 173 |
|
|
2022
Q4 | $239K | Buy |
+7,995
| New | +$239K | 0.09% | 176 |
|