J.W. Cole Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
+1,084
| New | +$405K | 0.01% | 1005 |
|
|
2025
Q1 | – | Sell |
-935
| Closed | -$345K | – | 1268 |
|
|
2024
Q4 | $345K | Hold |
935
| – | – | 0.01% | 732 |
|
|
2024
Q3 | $421K | Buy |
935
+40
| +4% | +$18K | 0.02% | 660 |
|
|
2024
Q2 | $363K | Hold |
895
| – | – | 0.02% | 635 |
|
|
2024
Q1 | $353K | Hold |
895
| – | – | 0.02% | 633 |
|
|
2023
Q4 | $280K | Buy |
+895
| New | +$280K | 0.02% | 674 |
|