BCWM
Bartlett & Co Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Hold |
404
| – | – | ﹤0.01% | 480 |
|
|
2025
Q1 | $138K | Hold |
404
| – | – | ﹤0.01% | 489 |
|
|
2024
Q4 | $149K | Buy |
+404
| New | +$149K | ﹤0.01% | 485 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$1.39K | – | 499 |
|
|
2021
Q3 | $1.39K | Buy |
+7
| New | +$1.39K | ﹤0.01% | 901 |
|