Clearstead Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
812
+110
| +16% | +$41.1K | ﹤0.01% | 753 |
|
|
2025
Q1 | $239K | Sell |
702
-83
| -11% | -$28.3K | ﹤0.01% | 770 |
|
|
2024
Q4 | $290K | Buy |
785
+11
| +1% | +$4.06K | ﹤0.01% | 737 |
|
|
2024
Q3 | $348K | Buy |
774
+84
| +12% | +$37.8K | 0.01% | 666 |
|
|
2024
Q2 | $280K | Buy |
+690
| New | +$280K | ﹤0.01% | 710 |
|
|
2023
Q4 | – | Sell |
-34
| Closed | -$8.82K | – | 1547 |
|
|
2023
Q3 | $8.82K | Buy |
+34
| New | +$8.82K | ﹤0.01% | 1133 |
|