Whalen Wealth Management’s Carlyle Group CG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,704	Closed	-$719K	–	146
2024 Q3	$719K	Buy	+16,704	New	+$719K	0.51%	47
2024 Q1	–	Sell	-14,947	Closed	-$608K	–	125
2023 Q4	$608K	Buy	+14,947	New	+$608K	0.55%	54