Zullo Investment Group’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,035
| Closed | -$60.7K | – | 222 |
|
|
2022
Q4 | $60.7K | Sell |
2,035
-455
| -18% | -$13.6K | 0.04% | 255 |
|
|
2022
Q3 | $64K | Buy |
2,490
+65
| +3% | +$1.67K | 0.04% | 238 |
|
|
2022
Q2 | $77K | Buy |
2,425
+175
| +8% | +$5.56K | 0.05% | 232 |
|
|
2022
Q1 | $110K | Buy |
+2,250
| New | +$110K | 0.06% | 213 |
|