AWM
Avior Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
2,810
+1,785
| +174% | +$667K | 0.04% | 278 |
|
|
2025
Q1 | $349K | Sell |
1,025
-4
| -0.4% | -$1.36K | 0.01% | 509 |
|
|
2024
Q4 | $380K | Buy |
1,029
+1
| +0.1% | +$369 | 0.01% | 526 |
|
|
2024
Q3 | $462K | Hold |
1,028
| – | – | 0.02% | 469 |
|
|
2024
Q2 | $417K | Buy |
1,028
+5
| +0.5% | +$2.03K | 0.02% | 484 |
|
|
2024
Q1 | $401K | Buy |
1,023
+16
| +2% | +$6.27K | 0.02% | 509 |
|
|
2023
Q4 | $315K | Hold |
1,007
| – | – | 0.02% | 440 |
|
|
2023
Q3 | $261K | Buy |
+1,007
| New | +$261K | 0.02% | 473 |
|
|
2019
Q1 | – | Sell |
-2,016
| Closed | -$202K | – | 660 |
|
|
2018
Q4 | $202K | Buy |
2,016
+345
| +21% | +$34.6K | 0.05% | 312 |
|
|
2018
Q3 | $204K | Sell |
1,671
-175
| -9% | -$21.4K | 0.04% | 333 |
|
|
2018
Q2 | $200K | Buy |
1,846
+101
| +6% | +$10.9K | 0.05% | 328 |
|
|
2018
Q1 | $182K | Sell |
1,745
-33
| -2% | -$3.44K | 0.04% | 339 |
|
|
2017
Q4 | $202K | Buy |
+1,778
| New | +$202K | 0.05% | 326 |
|