BHWA
Beacon Harbor Wealth Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,789
| Closed | -$6.65M | – | 80 |
|
|
2024
Q3 | $6.65M | Buy |
14,789
+120
| +0.8% | +$54K | 1.58% | 30 |
|
|
2024
Q2 | $5.94M | Buy |
14,669
+57
| +0.4% | +$23.1K | 1.55% | 31 |
|
|
2024
Q1 | $5.73M | Buy |
+14,612
| New | +$5.73M | 1.52% | 35 |
|
|
2022
Q2 | $4.22M | Buy |
+17,704
| New | +$4.22M | 1.49% | 32 |
|