EWM
Endurance Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $381K | Hold |
1,486
| – | – | 0.05% | 145 |
|
|
2023
Q1 | $336K | Hold |
1,486
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $350K | Sell |
1,486
-40
| -3% | -$9.42K | 0.05% | 141 |
|
|
2022
Q3 | $428K | Hold |
1,526
| – | – | 0.07% | 126 |
|
|
2022
Q2 | $364K | Hold |
1,526
| – | – | 0.06% | 144 |
|
|
2022
Q1 | $375K | Sell |
1,526
-250
| -14% | -$61.4K | 0.05% | 155 |
|
|
2021
Q4 | $441K | Hold |
1,776
| – | – | 0.05% | 157 |
|
|
2021
Q3 | $353K | Hold |
1,776
| – | – | 0.04% | 173 |
|
|
2021
Q2 | $339K | Hold |
1,776
| – | – | 0.04% | 175 |
|
|
2021
Q1 | $292K | Hold |
1,776
| – | – | 0.03% | 185 |
|
|
2020
Q4 | $277K | Hold |
1,776
| – | – | 0.04% | 180 |
|
|
2020
Q3 | $217K | Hold |
1,776
| – | – | 0.03% | 180 |
|
|
2020
Q2 | $213K | Hold |
1,776
| – | – | 0.03% | 177 |
|
|
2020
Q1 | $222K | Buy |
+1,776
| New | +$222K | 0.04% | 164 |
|