Boston Financial Management’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $33.2M | Buy |
89,962
+2,627
| +3% | +$969K | 1% | 28 |
|
|
2024
Q3 | $39.3M | Sell |
87,335
-889
| -1% | -$400K | 1.17% | 25 |
|
|
2024
Q2 | $35.7M | Buy |
88,224
+742
| +0.8% | +$301K | 1.14% | 27 |
|
|
2024
Q1 | $34.3M | Buy |
87,482
+2,411
| +3% | +$945K | 1.09% | 29 |
|
|
2023
Q4 | $26.6M | Buy |
85,071
+1,223
| +1% | +$382K | 0.9% | 34 |
|
|
2023
Q3 | $21.7M | Buy |
83,848
+2,802
| +3% | +$726K | 0.81% | 39 |
|
|
2023
Q2 | $20.8M | Buy |
+81,046
| New | +$20.8M | 0.75% | 38 |
|