DWA
Dougherty Wealth Advisers’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-289
| Closed | -$45K | – | 134 |
|
|
2020
Q4 | $45K | Hold |
289
| – | – | 0.07% | 106 |
|
|
2020
Q3 | $35K | Sell |
289
-112
| -28% | -$13.6K | 0.12% | 112 |
|
|
2020
Q2 | $48K | Hold |
401
| – | – | 0.18% | 96 |
|
|
2020
Q1 | $50K | Hold |
401
| – | – | 0.2% | 92 |
|
|
2019
Q4 | $65K | Hold |
401
| – | – | 0.2% | 90 |
|
|
2019
Q3 | $58K | Hold |
401
| – | – | 0.19% | 96 |
|
|
2019
Q2 | $56K | Hold |
401
| – | – | 0.16% | 104 |
|
|
2019
Q1 | $49K | Hold |
401
| – | – | 0.17% | 105 |
|
|
2018
Q4 | $45K | Buy |
+401
| New | +$45K | 0.15% | 112 |
|