EverSource Wealth Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.3K | Sell |
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|
2025
Q1 | $948K | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.24M | Hold |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $31.8K | Buy |
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|
2023
Q4 | $18.1K | Buy |
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|
2023
Q3 | $14K | Hold |
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|
2023
Q2 | $13.9K | Hold |
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|
2023
Q1 | $12.2K | Buy |
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|
2022
Q4 | $11.8K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $12K | Buy |
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