AWM
Axxcess Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-571
| Closed | -$211K | – | 860 |
|
|
2024
Q4 | $211K | Buy |
571
+5
| +0.9% | +$1.84K | 0.01% | 805 |
|
|
2024
Q3 | $255K | Buy |
+566
| New | +$255K | 0.01% | 745 |
|
|
2023
Q1 | – | Sell |
-1,075
| Closed | -$253K | – | 643 |
|
|
2022
Q4 | $253K | Sell |
1,075
-925
| -46% | -$218K | 0.02% | 493 |
|
|
2022
Q3 | $561K | Buy |
+2,000
| New | +$561K | 0.05% | 296 |
|