Integrated Wealth Concepts’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,552
| Closed | -$608K | – | 1659 |
|
|
2024
Q1 | $608K | Buy |
1,552
+7
| +0.5% | +$2.74K | 0.01% | 959 |
|
|
2023
Q4 | $483K | Sell |
1,545
-91
| -6% | -$28.4K | 0.01% | 1015 |
|
|
2023
Q3 | $424K | Buy |
1,636
+7
| +0.4% | +$1.82K | 0.01% | 1047 |
|
|
2023
Q2 | $418K | Buy |
+1,629
| New | +$418K | 0.01% | 1071 |
|