Golden State Equity 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
Q1 | – | Sell |
-663
| Closed | -$245K | – | 437 |
|
|
2024
Q4 | $245K | Sell |
663
-281
| -30% | -$104K | 0.05% | 371 |
|
|
2024
Q3 | $425K | Sell |
944
-393
| -29% | -$177K | 0.22% | 111 |
|
|
2024
Q2 | $542K | Buy |
+1,337
| New | +$542K | 0.11% | 195 |
|
|
2023
Q4 | $346K | Buy |
1,108
+264
| +31% | +$82.5K | 0.08% | 250 |
|
|
2023
Q3 | $219K | Buy |
+844
| New | +$219K | 0.06% | 299 |
|