Financial Architects (New Jersey)’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-213
| Closed | -$26K | – | 1123 |
|
|
2019
Q1 | $26K | Sell |
213
-35
| -14% | -$4.27K | ﹤0.01% | 712 |
|
|
2018
Q4 | $25K | Hold |
248
| – | – | ﹤0.01% | 665 |
|
|
2018
Q3 | $30K | Sell |
248
-102
| -29% | -$12.3K | ﹤0.01% | 690 |
|
|
2018
Q2 | $38K | Sell |
350
-3
| -0.8% | -$326 | 0.01% | 637 |
|
|
2018
Q1 | $37K | Sell |
353
-63
| -15% | -$6.6K | 0.01% | 612 |
|
|
2017
Q4 | $47K | Sell |
416
-37
| -8% | -$4.18K | 0.01% | 622 |
|
|
2017
Q3 | $45K | Sell |
453
-7
| -2% | -$695 | 0.01% | 640 |
|
|
2017
Q2 | $44K | Buy |
460
+87
| +23% | +$8.32K | 0.01% | 626 |
|
|
2017
Q1 | $40K | Sell |
373
-51
| -12% | -$5.47K | 0.01% | 654 |
|
|
2016
Q4 | $47K | Sell |
424
-4
| -0.9% | -$443 | 0.01% | 574 |
|
|
2016
Q3 | $44K | Hold |
428
| – | – | 0.01% | 599 |
|
|
2016
Q2 | $45K | Buy |
+428
| New | +$45K | 0.01% | 551 |
|