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WR Wealth Planners’s Carlyle Group CG Stock Holding History

WR Wealth Planners’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$35.6K Buy
705
+143
+25% +$7.22K 0.01% 363
2024
Q3 		$24.2K Buy
562
+388
+223% +$16.7K 0.01% 451
2024
Q2 		$6.99K Buy
174
+92
+112% +$3.69K ﹤0.01% 663
2024
Q1 		$3.85K Buy
+82
New +$3.85K ﹤0.01% 765