Glassman Wealth Services Carlyle Group Inc. Transaction History

Glassman Wealth Services

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$27.54 - $41.99 $1,129 - $1,721	41 Added 22.04%	227 $9,000
Q2 2023 Aug 08, 2023	BUY	$25.72 - $31.95 $488 - $607	19 Added 11.38%	186 $5,000
Q4 2022 Feb 06, 2023	BUY	$25.33 - $31.76 $3,166 - $3,970	125 Added 297.62%	167 $4,000
Q3 2022 Nov 09, 2022	SELL	$19.47 - $38.91 $1,985 - $3,968	-102 Reduced 70.83%	42 $1,000
Q2 2022 Aug 04, 2022	BUY	$31.64 - $49.42 $3,100 - $4,843	98 Added 213.04%	144 $5,000
Q1 2022 Apr 14, 2022	BUY	$40.59 - $55.57 $1,339 - $1,833	33 Added 253.85%	46 $2,000
Q4 2021 Feb 14, 2022	BUY	$46.55 - $60.14 $605 - $781	13 New	13 $1,000

561

201M

1.75M

952K

Ticker CG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 361,324,992
Market Cap $15.5B
Description
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...

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