Genovese Burford & Brothers Wealth & Retirement Plan Management’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-532
| Closed | -$58K | – | 145 |
|
|
2018
Q2 | $58K | Hold |
532
| – | – | 0.02% | 164 |
|
|
2018
Q1 | $56K | Buy |
+532
| New | +$56K | 0.02% | 161 |
|
|
2017
Q4 | – | Sell |
-532
| Closed | -$53K | – | 288 |
|
|
2017
Q3 | $53K | Hold |
532
| – | – | 0.02% | 142 |
|
|
2017
Q2 | $50K | Hold |
532
| – | – | 0.02% | 145 |
|
|
2017
Q1 | $57K | Hold |
532
| – | – | 0.02% | 139 |
|
|
2016
Q4 | $59K | Hold |
532
| – | – | 0.02% | 153 |
|
|
2016
Q3 | $54K | Hold |
532
| – | – | 0.02% | 151 |
|
|
2016
Q2 | $56K | Hold |
532
| – | – | 0.02% | 138 |
|
|
2016
Q1 | $52K | Hold |
532
| – | – | 0.02% | 131 |
|
|
2015
Q4 | $47K | Buy |
+532
| New | +$47K | 0.02% | 133 |
|