Global Retirement Partners’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 | $7.84K | Buy |
+21
| New | +$7.84K | ﹤0.01% | 2715 |
|
2024
Q4 | $8.48K | Buy |
23
+10
| +77% | +$3.69K | ﹤0.01% | 2454 |
|
2024
Q3 | $5.85K | Sell |
13
-2
| -13% | -$900 | ﹤0.01% | 2497 |
|
2024
Q2 | $6.08K | Buy |
15
+7
| +88% | +$2.84K | ﹤0.01% | 2518 |
|
2024
Q1 | $3.14K | Buy |
8
+3
| +60% | +$1.18K | ﹤0.01% | 2574 |
|
2023
Q4 | $1.5K | Buy |
5
+2
| +67% | +$602 | ﹤0.01% | 2774 |
|
2023
Q3 | $767 | Buy |
3
+2
| +200% | +$511 | ﹤0.01% | 2841 |
|
2023
Q2 | $257 | Hold |
1
| – | – | ﹤0.01% | 3069 |
|
2023
Q1 | $213 | Sell |
1
-4
| -80% | -$852 | ﹤0.01% | 3079 |
|
2022
Q4 | $1.18K | Hold |
5
| – | – | ﹤0.01% | 2547 |
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 2413 |
|
2022
Q2 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 2386 |
|
2022
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 2346 |
|