C.M. Bidwell & Associates’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-374
| Closed | -$138K | – | 463 |
|
2024
Q4 | $138K | Hold |
374
| – | – | 0.08% | 156 |
|
2024
Q3 | $168K | Hold |
374
| – | – | 0.1% | 139 |
|
2024
Q2 | $152K | Hold |
374
| – | – | 0.1% | 142 |
|
2024
Q1 | $147K | Buy |
+374
| New | +$147K | 0.1% | 145 |
|
2022
Q4 | – | Sell |
-1,075
| Closed | -$301K | – | 504 |
|
2022
Q3 | $301K | Buy |
+1,075
| New | +$301K | 0.25% | 71 |
|
2022
Q2 | – | Sell |
-400
| Closed | -$98K | – | 507 |
|
2022
Q1 | $98K | Buy |
+400
| New | +$98K | 0.06% | 239 |
|
2019
Q3 | – | Sell |
-230
| Closed | -$32K | – | 431 |
|
2019
Q2 | $32K | Buy |
+230
| New | +$32K | 0.03% | 283 |
|
2014
Q3 | – | Sell |
-2,200
| Closed | -$191K | – | 239 |
|
2014
Q2 | $191K | Buy |
+2,200
| New | +$191K | 0.04% | 147 |
|