TritonPoint Wealth’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 | $540K | Buy |
10,513
+3
| +0% | +$154 | 0.05% | 200 |
|
|
2025
Q1 | $458K | Sell |
10,510
-670
| -6% | -$29.2K | 0.04% | 220 |
|
|
2024
Q4 | $564K | Hold |
11,180
| – | – | 0.05% | 196 |
|
|
2024
Q3 | $487K | Hold |
11,180
| – | – | 0.04% | 213 |
|
|
2024
Q2 | $449K | Hold |
11,180
| – | – | 0.04% | 213 |
|
|
2024
Q1 | $455K | Sell |
11,180
-6,000
| -35% | -$244K | 0.05% | 210 |
|
|
2023
Q4 | $699K | Buy |
+17,180
| New | +$699K | 0.07% | 176 |
|