Cetera Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $811K | Buy |
+2,070
| New | +$811K | 0.01% | 1265 |
|
|
2017
Q3 | – | Sell |
-2,686
| Closed | -$256K | – | 835 |
|
|
2017
Q2 | $256K | Buy |
2,686
+9
| +0.3% | +$858 | 0.02% | 657 |
|
|
2017
Q1 | $286K | Buy |
2,677
+9
| +0.3% | +$962 | 0.02% | 588 |
|
|
2016
Q4 | $295K | Sell |
2,668
-2,612
| -49% | -$289K | 0.02% | 528 |
|
|
2016
Q3 | $542K | Buy |
5,280
+17
| +0.3% | +$1.75K | 0.04% | 393 |
|
|
2016
Q2 | $557K | Buy |
+5,263
| New | +$557K | 0.04% | 398 |
|