US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,100
| Closed | -$33K | – | 490 |
|
|
2015
Q4 | $33K | Hold |
2,100
| – | – | 0.03% | 181 |
|
|
2015
Q3 | $35K | Hold |
2,100
| – | – | 0.06% | 143 |
|
|
2015
Q2 | $59K | Buy |
2,100
+1,600
| +320% | +$45K | 0.06% | 91 |
|
|
2015
Q1 | $14K | Hold |
500
| – | – | 0.01% | 230 |
|
|
2014
Q4 | $14K | Buy |
+500
| New | +$14K | 0.01% | 219 |
|