CWP
Concord Wealth Partners’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25
| Closed | -$6.48K | – | 861 |
|
|
2023
Q3 | $6.48K | Hold |
25
| – | – | ﹤0.01% | 682 |
|
|
2023
Q2 | $6.41K | Hold |
25
| – | – | ﹤0.01% | 668 |
|
|
2023
Q1 | $5.65K | Hold |
25
| – | – | ﹤0.01% | 657 |
|
|
2022
Q4 | $5.89K | Buy |
+25
| New | +$5.89K | ﹤0.01% | 724 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$6K | – | 353 |
|
|
2022
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 773 |
|
|
2022
Q1 | $6K | Hold |
25
| – | – | ﹤0.01% | 866 |
|
|
2021
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 901 |
|
|
2021
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 575 |
|
|
2021
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 725 |
|
|
2021
Q1 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 703 |
|