First Personal Financial Services’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-293
| Closed | -$31K | – | 723 |
|
|
2018
Q1 | $31K | Sell |
293
-412
| -58% | -$43.6K | 0.01% | 539 |
|
|
2017
Q4 | $80K | Buy |
705
+48
| +7% | +$5.45K | 0.02% | 374 |
|
|
2017
Q3 | $66K | Sell |
657
-61
| -8% | -$6.13K | 0.01% | 377 |
|
|
2017
Q2 | $68K | Buy |
718
+19
| +3% | +$1.8K | 0.01% | 362 |
|
|
2017
Q1 | $74K | Hold |
699
| – | – | 0.02% | 326 |
|
|
2016
Q4 | $77K | Buy |
699
+24
| +4% | +$2.64K | 0.02% | 315 |
|
|
2016
Q3 | $69K | Buy |
675
+20
| +3% | +$2.04K | 0.02% | 239 |
|
|
2016
Q2 | $69K | Buy |
+655
| New | +$69K | 0.02% | 230 |
|