AIA
Allied Investment Advisors’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $306K | Hold |
820
| – | – | 0.05% | 74 |
|
2025
Q1 | $279K | Hold |
820
| – | – | 0.05% | 73 |
|
2024
Q4 | $302K | Hold |
820
| – | – | 0.06% | 66 |
|
2024
Q3 | $369K | Hold |
820
| – | – | 0.07% | 58 |
|
2024
Q2 | $332K | Hold |
820
| – | – | 0.08% | 53 |
|
2024
Q1 | $321K | Hold |
820
| – | – | 0.08% | 50 |
|
2023
Q4 | $256K | Hold |
820
| – | – | 0.07% | 57 |
|
2023
Q3 | $213K | Hold |
820
| – | – | 0.06% | 55 |
|
2023
Q2 | $210K | Buy |
+820
| New | +$210K | 0.06% | 57 |
|
2022
Q4 | – | Sell |
-820
| Closed | -$230K | – | 58 |
|
2022
Q3 | $230K | Buy |
+820
| New | +$230K | 0.09% | 52 |
|
2022
Q2 | – | Sell |
-820
| Closed | -$202K | – | 57 |
|
2022
Q1 | $202K | Hold |
820
| – | – | 0.07% | 60 |
|
2021
Q4 | $203K | Buy |
+820
| New | +$203K | 0.07% | 59 |
|