YWP
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YorkBridge Wealth Partners’s Carlyle Group CG Stock Holding History

YorkBridge Wealth Partners’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,170
Closed -$28K – 868
2017
Q3 		$28K Hold
1,170
– – 0.01% 448
2017
Q2 		$23K Hold
1,170
– – 0.01% 471
2017
Q1 		$20K Hold
1,170
– – 0.01% 504
2016
Q4 		$19K Buy
+1,170
New +$18.1K 0.01% 480

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