WealthPLAN Partners’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-448
| Closed | -$7.12K | – | 216 |
|
|
2017
Q1 | $7.12K | Buy |
+448
| New | +$7.12K | 0.02% | 311 |
|
|
2016
Q3 | – | Sell |
-19,857
| Closed | -$156K | – | 969 |
|
|
2016
Q2 | $156K | Buy |
+19,857
| New | +$156K | 0.02% | 463 |
|
|
2015
Q4 | $148K | Buy |
+29,624
| New | +$148K | 0.02% | 324 |
|
|
2015
Q2 | $266K | Buy |
9,460
+64
| +0.7% | +$1.8K | 0.12% | 80 |
|
|
2015
Q1 | $255K | Buy |
+9,396
| New | +$255K | 0.12% | 99 |
|