DA
DCM Advisors’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-3,600
| Closed | -$1.01M | – | 98 |
|
2022
Q3 | $1.01M | Hold |
3,600
| – | – | 0.51% | 46 |
|
2022
Q2 | $857K | Sell |
3,600
-700
| -16% | -$167K | 0.37% | 71 |
|
2022
Q1 | $1.06M | Sell |
4,300
-524
| -11% | -$129K | 0.37% | 70 |
|
2021
Q4 | $1.2M | Buy |
4,824
+101
| +2% | +$25.1K | 0.35% | 70 |
|
2021
Q3 | $939K | Buy |
4,723
+737
| +18% | +$147K | 0.36% | 78 |
|
2021
Q2 | $763K | Buy |
3,986
+386
| +11% | +$73.9K | 0.43% | 77 |
|
2021
Q1 | $592K | Sell |
3,600
-6,400
| -64% | -$1.05M | 0.34% | 98 |
|
2020
Q4 | $1.56M | Buy |
+10,000
| New | +$1.56M | 0.91% | 27 |
|