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 Shares
Change % 		Capital Flow 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 +$19K 0.01% 480