Connectus Wealth’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,200
| Closed | -$830K | – | 505 |
|
|
2023
Q3 | $830K | Hold |
3,200
| – | – | 0.02% | 339 |
|
|
2023
Q2 | $821K | Hold |
3,200
| – | – | 0.02% | 299 |
|
|
2023
Q1 | $723K | Hold |
3,200
| – | – | 0.02% | 309 |
|
|
2022
Q4 | $754K | Hold |
3,200
| – | – | 0.02% | 310 |
|
|
2022
Q3 | $897K | Hold |
3,200
| – | – | 0.02% | 349 |
|
|
2022
Q2 | $764K | Buy |
+3,200
| New | +$764K | 0.02% | 303 |
|