Carlyle Group shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Carlyle Group
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All positions including Carlyle Group held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $319k | 7.8k | 40.69 |
2023-09-30 | $238k | 7.9k | 30.16 |
2023-06-30 | $262k | 8.2k | 31.95 |
2023-03-31 | $276k | 8.9k | 31.05 |
2022-12-31 | $264k | 8.8k | 29.86 |
2022-09-30 | $223k | 8.6k | 25.81 |
2022-06-30 | $304k | 9.6k | 31.62 |
2022-03-31 | $438k | 9.0k | 48.92 |
2021-12-31 | $319k | 5.8k | 54.86 |
2021-09-30 | $284k | 6.0k | 47.22 |
2021-06-30 | $289k | 6.2k | 46.50 |
2021-03-31 | $228k | 6.2k | 36.69 |
2020-12-31 | $251k | 8.0k | 31.41 |
2020-06-30 | $214k | 7.7k | 27.92 |