CWP
Cyndeo Wealth Partners’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+569
| New | +$212K | 0.01% | 441 |
|
|
2025
Q1 | – | Sell |
-602
| Closed | -$222K | – | 456 |
|
|
2024
Q4 | $222K | Hold |
602
| – | – | 0.02% | 419 |
|
|
2024
Q3 | $271K | Buy |
602
+1
| +0.2% | +$450 | 0.02% | 387 |
|
|
2024
Q2 | $244K | Sell |
601
-3
| -0.5% | -$1.22K | 0.02% | 359 |
|
|
2024
Q1 | $237K | Buy |
+604
| New | +$237K | 0.02% | 352 |
|