Global Retirement Partners’s Carlisle Companies CSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$49.9K	Buy	156 +132	+550%	+$42.8K	﹤0.01%	2356
2025 Q3	$7.89K	Buy	24 +3	+14%	+$1.14K	﹤0.01%	2787
2025 Q2	$7.84K	Buy	+21	New	+$7.8K	﹤0.01%	2716
2024 Q4	$8.48K	Buy	23 +10	+77%	+$4.36K	﹤0.01%	2454
2024 Q3	$5.85K	Sell	13 -2	-13%	-$827	﹤0.01%	2501
2024 Q2	$6.08K	Buy	15 +7	+88%	+$2.82K	﹤0.01%	2520
2024 Q1	$3.13K	Buy	8 +3	+60%	+$1.02K	﹤0.01%	2574
2023 Q4	$1.5K	Buy	5 +2	+67%	+$551	﹤0.01%	2774
2023 Q3	$767	Buy	3 +2	+200%	+$536	﹤0.01%	2840
2023 Q2	$257	Hold	1	–	–	﹤0.01%	3072
2023 Q1	$213	Sell	1 -4	-80%	-$973	﹤0.01%	3081
2022 Q4	$1.18K	Hold	5	–	–	﹤0.01%	2548
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	2415
2022 Q2	$1K	Buy	5 +1	+25%	+$249	﹤0.01%	2389
2022 Q1	$1K	Buy	+4	New	+$937	﹤0.01%	2349