WealthTrust-Arizona’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $25K | Hold |
1,600
| – | – | 0.01% | 230 |
|
|
2018
Q3 | $36K | Hold |
1,600
| – | – | 0.02% | 203 |
|
|
2018
Q2 | $34K | Hold |
1,600
| – | – | 0.02% | 200 |
|
|
2018
Q1 | $34K | Hold |
1,600
| – | – | 0.02% | 205 |
|
|
2017
Q4 | $37K | Buy |
1,600
+900
| +129% | +$20.8K | 0.02% | 198 |
|
|
2017
Q3 | $17K | Buy |
+700
| New | +$17K | 0.01% | 299 |
|