Avion Wealth’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 | $1K | Buy |
5
+4
| +400% | +$800 | ﹤0.01% | 936 |
|
|
2025
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1081 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | – | – | 1063 |
|
|
2024
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 977 |
|
|
2024
Q1 | – | Sell |
-2
| Closed | -$1K | – | 1166 |
|
|
2023
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 742 |
|
|
2023
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 861 |
|
|
2023
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 768 |
|