AGWCA
Annis Gardner Whiting Capital Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87K | Buy |
+5
| New | +$1.87K | ﹤0.01% | 968 |
|
|
2024
Q4 | – | Sell |
-7
| Closed | -$3.15K | – | 787 |
|
|
2024
Q3 | $3.15K | Hold |
7
| – | – | ﹤0.01% | 673 |
|
|
2024
Q2 | $2.84K | Hold |
7
| – | – | ﹤0.01% | 831 |
|
|
2024
Q1 | $2.74K | Hold |
7
| – | – | ﹤0.01% | 825 |
|
|
2023
Q4 | $2.19K | Buy |
+7
| New | +$2.19K | ﹤0.01% | 627 |
|