Atria Investments’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $774K | Buy |
2,074
+333
| +19% | +$124K | 0.01% | 1180 |
|
2025
Q1 | $593K | Sell |
1,741
-290
| -14% | -$98.7K | 0.01% | 1255 |
|
2024
Q4 | $749K | Sell |
2,031
-82
| -4% | -$30.2K | 0.01% | 1133 |
|
2024
Q3 | $950K | Buy |
2,113
+237
| +13% | +$107K | 0.01% | 996 |
|
2024
Q2 | $760K | Buy |
+1,876
| New | +$760K | 0.01% | 1084 |
|