Glassman Wealth Services’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30
| Closed | -$9.37K | – | 589 |
|
|
2023
Q4 | $9.37K | Hold |
30
| – | – | ﹤0.01% | 906 |
|
|
2023
Q3 | $7.78K | Hold |
30
| – | – | ﹤0.01% | 925 |
|
|
2023
Q2 | $7.7K | Sell |
30
-4
| -12% | -$1.03K | ﹤0.01% | 877 |
|
|
2023
Q1 | $7.69K | Sell |
34
-2
| -6% | -$452 | ﹤0.01% | 881 |
|
|
2022
Q4 | $8.48K | Buy |
36
+6
| +20% | +$1.41K | ﹤0.01% | 878 |
|
|
2022
Q3 | $8K | Hold |
30
| – | – | ﹤0.01% | 854 |
|
|
2022
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 897 |
|
|
2022
Q1 | $7K | Hold |
30
| – | – | ﹤0.01% | 920 |
|
|
2021
Q4 | $7K | Hold |
30
| – | – | ﹤0.01% | 889 |
|
|
2021
Q3 | $6K | Hold |
30
| – | – | ﹤0.01% | 898 |
|
|
2021
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 865 |
|
|
2021
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 850 |
|
|
2020
Q4 | $5K | Hold |
30
| – | – | ﹤0.01% | 858 |
|
|
2020
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 827 |
|
|
2020
Q2 | $4K | Sell |
30
-3
| -9% | -$400 | ﹤0.01% | 667 |
|
|
2020
Q1 | $4K | Sell |
33
-3
| -8% | -$364 | ﹤0.01% | 543 |
|
|
2019
Q4 | $6K | Hold |
36
| – | – | ﹤0.01% | 548 |
|
|
2019
Q3 | $5K | Buy |
36
+3
| +9% | +$417 | ﹤0.01% | 529 |
|
|
2019
Q2 | $5K | Hold |
33
| – | – | ﹤0.01% | 547 |
|
|
2019
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 572 |
|