JWM
Janiczek Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7
| Closed | -$1.82K | – | 1138 |
|
|
2023
Q3 | $1.82K | Hold |
7
| – | – | ﹤0.01% | 848 |
|
|
2023
Q2 | $1.8K | Hold |
7
| – | – | ﹤0.01% | 779 |
|
|
2023
Q1 | $1.48K | Hold |
7
| – | – | ﹤0.01% | 800 |
|
|
2022
Q4 | $1.69K | Hold |
7
| – | – | ﹤0.01% | 797 |
|
|
2022
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 752 |
|
|
2022
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 767 |
|
|
2022
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 757 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 817 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 878 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 793 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 720 |
|
|
2020
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 554 |
|