B. Riley Wealth Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,195
| Closed | -$1.08M | – | 1540 |
|
|
2023
Q2 | $1.08M | Buy |
+4,195
| New | +$1.08M | 0.02% | 544 |
|
|
2015
Q1 | – | Sell |
-127
| Closed | -$11 | – | 849 |
|
|
2014
Q4 | $11 | Buy |
+127
| New | +$11 | ﹤0.01% | 2797 |
|
|
2014
Q3 | – | Sell |
-127
| Closed | -$11K | – | 889 |
|
|
2014
Q2 | $11K | Buy |
+127
| New | +$11K | ﹤0.01% | 1750 |
|