ViaWealth’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,918
Closed -$370K 152
2023
Q1
$370K Sell
11,918
-3,293
-22% -$102K 0.29% 116
2022
Q4
$494K Buy
+15,211
New +$494K 0.41% 88