Chicago Partners Investment Group’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-750
| Closed | -$72K | – | 449 |
|
|
2018
Q3 | $72K | Buy |
750
+325
| +76% | +$31.2K | 0.01% | 465 |
|
|
2018
Q2 | $46K | Hold |
425
| – | – | 0.01% | 503 |
|
|
2018
Q1 | $44K | Buy |
425
+100
| +31% | +$10.4K | 0.01% | 470 |
|
|
2017
Q4 | $37K | Hold |
325
| – | – | 0.01% | 493 |
|
|
2017
Q3 | $33K | Sell |
325
-325
| -50% | -$33K | 0.01% | 509 |
|
|
2017
Q2 | $67K | Buy |
+650
| New | +$67K | 0.02% | 329 |
|