AE Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,066
| Closed | -$393K | – | 2172 |
|
|
2024
Q4 | $393K | Buy |
1,066
+504
| +90% | +$186K | ﹤0.01% | 984 |
|
|
2024
Q3 | $253K | Buy |
562
+6
| +1% | +$2.7K | ﹤0.01% | 1089 |
|
|
2024
Q2 | $226K | Buy |
556
+16
| +3% | +$6.5K | ﹤0.01% | 1123 |
|
|
2024
Q1 | $212K | Sell |
540
-5,240
| -91% | -$2.06M | ﹤0.01% | 1076 |
|
|
2023
Q4 | $1.79M | Buy |
5,780
+1,684
| +41% | +$520K | 0.01% | 943 |
|
|
2023
Q3 | $1.06M | Buy |
4,096
+2,344
| +134% | +$608K | 0.01% | 1071 |
|
|
2023
Q2 | $449K | Buy |
+1,752
| New | +$449K | ﹤0.01% | 1446 |
|
|
2022
Q4 | – | Sell |
-3,373
| Closed | -$946K | – | 1824 |
|
|
2022
Q3 | $946K | Buy |
+3,373
| New | +$946K | 0.01% | 960 |
|