WFG
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Wills Financial Group’s Carlyle Group CG Stock Holding History

Wills Financial Group’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-37,649
Closed -$929K – 56
2020
Q3 		$929K Sell
37,649
-2,350
-6% -$58K 0.54% 38
2020
Q2 		$1.12M Sell
39,999
-7,234
-15% -$202K 0.69% 36
2020
Q1 		$1.02M Buy
+47,233
New +$1.02M 0.73% 33