WFG Advisors’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 | $89K | Buy |
4,500
+369
| +9% | +$7.3K | 0.02% | 552 |
|
|
2017
Q1 | $66K | Sell |
4,131
-389
| -9% | -$6.22K | 0.02% | 590 |
|
|
2016
Q4 | $69K | Buy |
4,520
+520
| +13% | +$7.94K | 0.02% | 638 |
|
|
2016
Q3 | $62K | Buy |
+4,000
| New | +$62K | 0.02% | 649 |
|
|
2014
Q4 | – | Sell |
-8,389
| Closed | -$256K | – | 2071 |
|
|
2014
Q3 | $256K | Hold |
8,389
| – | – | 0.05% | 393 |
|
|
2014
Q2 | $285K | Buy |
+8,389
| New | +$285K | 0.05% | 362 |
|