Focus Partners Wealth’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
1,342
+176
| +15% | +$65.8K | ﹤0.01% | 1432 |
|
|
2025
Q1 | $397K | Sell |
1,166
-195
| -14% | -$66.5K | ﹤0.01% | 1433 |
|
|
2024
Q4 | $502K | Buy |
1,361
+784
| +136% | +$289K | ﹤0.01% | 1309 |
|
|
2024
Q3 | $260K | Sell |
577
-1,521
| -72% | -$684K | ﹤0.01% | 1363 |
|
|
2024
Q2 | $877K | Buy |
2,098
+1,029
| +96% | +$430K | ﹤0.01% | 825 |
|
|
2024
Q1 | $419K | Buy |
+1,069
| New | +$419K | ﹤0.01% | 755 |
|