IronBridge Private Wealth’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-79
| Closed | -$20K | – | 87 |
|
2021
Q4 | $20K | Hold |
79
| – | – | 0.01% | 129 |
|
2021
Q3 | $16K | Hold |
79
| – | – | 0.01% | 111 |
|
2021
Q2 | $15K | Hold |
79
| – | – | 0.01% | 118 |
|
2021
Q1 | $13K | Hold |
79
| – | – | 0.01% | 127 |
|
2020
Q4 | $12K | Buy |
+79
| New | +$12K | 0.01% | 128 |
|