Concert Wealth Management’s Carlisle Companies CSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,136
Closed -$238K 206
2017
Q1
$238K Hold
2,136
0.05% 412
2016
Q4
$238K Sell
2,136
-187
-8% -$20.8K 0.05% 417
2016
Q3
$238K Sell
2,323
-32
-1% -$3.28K 0.03% 570
2016
Q2
$251K Buy
+2,355
New +$251K 0.03% 527