DAS
Diversify Advisory Services’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,492
| Closed | -$566K | – | 832 |
|
|
2025
Q1 | $566K | Sell |
1,492
-95
| -6% | -$36K | 0.04% | 335 |
|
|
2024
Q4 | $586K | Buy |
1,587
+26
| +2% | +$9.6K | 0.03% | 332 |
|
|
2024
Q3 | $719K | Buy |
1,561
+25
| +2% | +$11.5K | 0.04% | 308 |
|
|
2024
Q2 | $626K | Sell |
1,536
-1
| -0.1% | -$408 | 0.03% | 334 |
|
|
2024
Q1 | $605K | Buy |
+1,537
| New | +$605K | 0.04% | 374 |
|