Avantax Advisory Services’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,166
| Closed | -$286K | – | 1324 |
|
|
2022
Q1 | $286K | Sell |
1,166
-920
| -44% | -$226K | ﹤0.01% | 1023 |
|
|
2021
Q4 | $518K | Buy |
2,086
+171
| +9% | +$42.5K | 0.01% | 749 |
|
|
2021
Q3 | $383K | Sell |
1,915
-1,234
| -39% | -$247K | 0.01% | 817 |
|
|
2021
Q2 | $604K | Buy |
3,149
+170
| +6% | +$32.6K | 0.01% | 634 |
|
|
2021
Q1 | $489K | Buy |
2,979
+54
| +2% | +$8.86K | 0.01% | 625 |
|
|
2020
Q4 | $459K | Sell |
2,925
-131
| -4% | -$20.6K | 0.01% | 583 |
|
|
2020
Q3 | $377K | Buy |
3,056
+453
| +17% | +$55.9K | 0.01% | 919 |
|
|
2020
Q2 | $312K | Buy |
2,603
+485
| +23% | +$58.1K | 0.01% | 617 |
|
|
2020
Q1 | $268K | Buy |
+2,118
| New | +$268K | 0.01% | 618 |
|