Advisor Partners II’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $331K | Buy |
1,275
+58
| +5% | +$15K | 0.01% | 900 |
|
|
2023
Q2 | $312K | Sell |
1,217
-271
| -18% | -$69.5K | 0.01% | 776 |
|
|
2023
Q1 | $336K | Sell |
1,488
-101
| -6% | -$22.8K | 0.02% | 683 |
|
|
2022
Q4 | $374K | Buy |
1,589
+237
| +18% | +$55.8K | 0.02% | 609 |
|
|
2022
Q3 | $379K | Buy |
+1,352
| New | +$379K | 0.03% | 544 |
|