GWANC
Guardian Wealth Advisors (North Carolina)’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
792
-2
| -0.3% | -$747 | 0.02% | 269 |
|
|
2025
Q1 | $270K | Buy |
794
+2
| +0.3% | +$681 | 0.02% | 265 |
|
|
2024
Q4 | $292K | Hold |
792
| – | – | 0.02% | 253 |
|
|
2024
Q3 | $356K | Hold |
792
| – | – | 0.04% | 196 |
|
|
2024
Q2 | $321K | Hold |
792
| – | – | 0.04% | 195 |
|
|
2024
Q1 | $310K | Hold |
792
| – | – | 0.04% | 208 |
|
|
2023
Q4 | $247K | Sell |
792
-87
| -10% | -$27.2K | 0.04% | 213 |
|
|
2023
Q3 | $228K | Sell |
879
-79
| -8% | -$20.5K | 0.04% | 216 |
|
|
2023
Q2 | $246K | Hold |
958
| – | – | 0.04% | 195 |
|
|
2023
Q1 | $217K | Sell |
958
-55
| -5% | -$12.4K | 0.04% | 206 |
|
|
2022
Q4 | $239K | Sell |
1,013
-432
| -30% | -$102K | 0.05% | 177 |
|
|
2022
Q3 | $405K | Buy |
1,445
+71
| +5% | +$19.9K | 0.08% | 122 |
|
|
2022
Q2 | $328K | Buy |
+1,374
| New | +$328K | 0.06% | 139 |
|