CWM
Cordatus Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
3,584
-7
| -0.2% | -$2.61K | 0.33% | 77 |
|
|
2025
Q1 | $1.22M | Buy |
3,591
+207
| +6% | +$70.5K | 0.34% | 74 |
|
|
2024
Q4 | $1.25M | Buy |
3,384
+2,396
| +243% | +$884K | 0.33% | 77 |
|
|
2024
Q3 | $444K | Sell |
988
-3
| -0.3% | -$1.35K | 0.16% | 93 |
|
|
2024
Q2 | $402K | Buy |
+991
| New | +$402K | 0.15% | 96 |
|
|
2023
Q3 | – | Sell |
-1,037
| Closed | -$266K | – | 81 |
|
|
2023
Q2 | $266K | Buy |
+1,037
| New | +$266K | 0.1% | 119 |
|