WI
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WBI Investments’s Carlyle Group CG Stock Holding History

WBI Investments’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-23,069
Closed -$717K – 191
2023
Q1 		$717K Sell
23,069
-13,757
-37% -$427K 0.14% 142
2022
Q4 		$1.1M Buy
+36,826
New +$1.1M 0.24% 93