WCA
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Westover Capital Advisors’s Carlyle Group CG Stock Holding History

Westover Capital Advisors’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,000
Closed -$220K – 181
2021
Q4 		$220K Buy
+4,000
New +$218K 0.06% 167
2020
Q1 		– Sell
-6,500
Closed -$209K – 114
2019
Q4 		$209K Buy
+6,500
New +$184K 0.09% 137

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VVP
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BlackRock
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SBLIC
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State Street
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Millennium Management
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