Frontier Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $215K | Hold |
900
| – | – | 0.02% | 351 |
|
|
2022
Q1 | $220K | Sell |
900
-100
| -10% | -$24.4K | ﹤0.01% | 363 |
|
|
2021
Q4 | $248K | Buy |
+1,000
| New | +$248K | 0.02% | 357 |
|
|
2019
Q3 | – | Sell |
-1,500
| Closed | -$211K | – | 312 |
|
|
2019
Q2 | $211K | Buy |
+1,500
| New | +$211K | 0.03% | 274 |
|
|
2017
Q4 | – | Sell |
-2,830
| Closed | -$284K | – | 359 |
|
|
2017
Q3 | $284K | Sell |
2,830
-670
| -19% | -$67.2K | 0.04% | 301 |
|
|
2017
Q2 | $334K | Hold |
3,500
| – | – | 0.05% | 277 |
|
|
2017
Q1 | $372K | Hold |
3,500
| – | – | 0.06% | 268 |
|
|
2016
Q4 | $386K | Hold |
3,500
| – | – | 0.06% | 248 |
|
|
2016
Q3 | $359K | Hold |
3,500
| – | – | 0.05% | 251 |
|
|
2016
Q2 | $370K | Hold |
3,500
| – | – | 0.06% | 246 |
|
|
2016
Q1 | $348K | Hold |
3,500
| – | – | 0.03% | 241 |
|
|
2015
Q4 | $310K | Hold |
3,500
| – | – | 0.05% | 249 |
|
|
2015
Q3 | $306K | Hold |
3,500
| – | – | 0.05% | 256 |
|
|
2015
Q2 | $350K | Buy |
+3,500
| New | +$350K | 0.05% | 240 |
|