Cerity Partners’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
4,401
+6
| +0.1% | +$2.24K | ﹤0.01% | 1300 |
|
|
2025
Q1 | $1.5M | Sell |
4,395
-1,210
| -22% | -$412K | ﹤0.01% | 1245 |
|
|
2024
Q4 | $2.24M | Sell |
5,605
-1,346
| -19% | -$538K | ﹤0.01% | 1055 |
|
|
2024
Q3 | $3.13M | Buy |
6,951
+2,285
| +49% | +$1.03M | 0.01% | 896 |
|
|
2024
Q2 | $1.89M | Sell |
4,666
-896
| -16% | -$363K | 0.01% | 930 |
|
|
2024
Q1 | $2.18M | Buy |
5,562
+2,685
| +93% | +$1.05M | 0.01% | 933 |
|
|
2023
Q4 | $899K | Buy |
+2,877
| New | +$899K | ﹤0.01% | 1017 |
|