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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,000
Closed -$220K – 181
2021
Q4 		$220K Buy
+4,000
New +$220K 0.06% 167
2020
Q1 		– Sell
-6,500
Closed -$209K – 114
2019
Q4 		$209K Buy
+6,500
New +$209K 0.09% 137