Wealthspire Advisors (Maryland)’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Hold |
0
| – | -$52K | – | 739 |
|
|
2019
Q1 | – | Hold |
0
| – | -$43K | – | 881 |
|
|
2018
Q4 | – | Hold |
0
| – | -$61K | – | 924 |
|
|
2018
Q3 | – | Hold |
0
| – | -$57K | – | 890 |
|
|
2018
Q2 | – | Hold |
0
| – | -$56K | – | 924 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 935 |
|
|
2017
Q4 | – | Hold |
0
| – | -$123K | – | 2458 |
|
|
2017
Q3 | – | Hold |
0
| – | -$101K | – | 629 |
|
|
2017
Q2 | – | Hold |
0
| – | -$4K | – | 693 |
|
|
2017
Q1 | – | Hold |
0
| – | -$6K | – | 1550 |
|
|
2016
Q4 | – | Hold |
0
| – | -$7K | – | 1343 |
|
|
2016
Q3 | – | Hold |
0
| – | -$14K | – | 1319 |
|
|
2016
Q2 | – | Hold |
0
| – | -$14K | – | 1107 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1098 |
|