EverSource Wealth Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.3K | Sell |
207
-2,576
| -93% | -$962K | ﹤0.01% | 1342 |
|
|
2025
Q1 | $948K | Buy |
2,783
+35
| +1% | +$11.9K | 0.05% | 257 |
|
|
2024
Q4 | $1.01M | Sell |
2,748
-2
| -0.1% | -$738 | 0.06% | 244 |
|
|
2024
Q3 | $1.24M | Hold |
2,750
| – | – | 0.08% | 192 |
|
|
2024
Q2 | $1.15M | Buy |
2,750
+2,668
| +3,254% | +$1.12M | 0.08% | 198 |
|
|
2024
Q1 | $31.8K | Buy |
82
+24
| +41% | +$9.32K | ﹤0.01% | 1169 |
|
|
2023
Q4 | $18.1K | Buy |
58
+4
| +7% | +$1.25K | ﹤0.01% | 1278 |
|
|
2023
Q3 | $14K | Hold |
54
| – | – | ﹤0.01% | 1263 |
|
|
2023
Q2 | $13.9K | Hold |
54
| – | – | ﹤0.01% | 1304 |
|
|
2023
Q1 | $12.2K | Buy |
54
+4
| +8% | +$904 | ﹤0.01% | 1270 |
|
|
2022
Q4 | $11.8K | Hold |
50
| – | – | ﹤0.01% | 1266 |
|
|
2022
Q3 | $14K | Hold |
50
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q2 | $12K | Hold |
50
| – | – | ﹤0.01% | 980 |
|
|
2022
Q1 | $12K | Hold |
50
| – | – | ﹤0.01% | 901 |
|
|
2021
Q4 | $12K | Buy |
+50
| New | +$12K | ﹤0.01% | 884 |
|