Genesis Private 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	$350K	Sell	937 -35	-4%	-$13.1K	0.16%	75
2025 Q1	$331K	Buy	972 +11	+1%	+$3.75K	0.18%	71
2024 Q4	$354K	Buy	+961	New	+$354K	0.2%	65