JFS Wealth Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.5K | Hold |
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|
2025
Q2 | $16.4K | Hold |
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|
2025
Q1 | $15K | Hold |
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|
2024
Q4 | $16.2K | Hold |
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|
2024
Q3 | $19.8K | Buy |
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|
2024
Q2 | $17.4K | Hold |
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|
2024
Q1 | $16.9K | Hold |
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|
2023
Q4 | $13.4K | Buy |
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|
2023
Q3 | $10.9K | Buy |
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|
2023
Q2 | $8.98K | Sell |
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|
2023
Q1 | $8.14K | Sell |
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|
2022
Q4 | $11.8K | Sell |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $509K | Hold |
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|
2021
Q1 | $438K | Hold |
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|
2020
Q4 | $415K | Hold |
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|
2020
Q3 | $326K | Hold |
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|
2020
Q2 | $318K | Hold |
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|
2020
Q1 | $333K | Hold |
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|
2019
Q4 | $430K | Hold |
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|
2019
Q3 | $387K | Hold |
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|
2019
Q2 | $373K | Hold |
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|
2019
Q1 | $326K | Hold |
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|
2018
Q4 | $267K | Hold |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $432K | Hold |
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|
2018
Q1 | $416K | Hold |
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|
2017
Q4 | $453K | Buy |
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|
2017
Q3 | $67K | Buy |
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