JWA
JFS Wealth Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Hold |
44
| – | – | ﹤0.01% | 705 |
|
|
2025
Q1 | $15K | Hold |
44
| – | – | ﹤0.01% | 747 |
|
|
2024
Q4 | $16.2K | Hold |
44
| – | – | ﹤0.01% | 699 |
|
|
2024
Q3 | $19.8K | Buy |
44
+1
| +2% | +$450 | ﹤0.01% | 645 |
|
|
2024
Q2 | $17.4K | Hold |
43
| – | – | ﹤0.01% | 632 |
|
|
2024
Q1 | $16.9K | Hold |
43
| – | – | ﹤0.01% | 662 |
|
|
2023
Q4 | $13.4K | Buy |
43
+1
| +2% | +$312 | ﹤0.01% | 693 |
|
|
2023
Q3 | $10.9K | Buy |
42
+7
| +20% | +$1.82K | ﹤0.01% | 703 |
|
|
2023
Q2 | $8.98K | Sell |
35
-1
| -3% | -$257 | ﹤0.01% | 763 |
|
|
2023
Q1 | $8.14K | Sell |
36
-14
| -28% | -$3.17K | ﹤0.01% | 786 |
|
|
2022
Q4 | $11.8K | Sell |
50
-7
| -12% | -$1.65K | ﹤0.01% | 650 |
|
|
2022
Q3 | $16K | Sell |
57
-1
| -2% | -$281 | ﹤0.01% | 617 |
|
|
2022
Q2 | $14K | Buy |
58
+21
| +57% | +$5.07K | ﹤0.01% | 662 |
|
|
2022
Q1 | $9K | Buy |
37
+21
| +131% | +$5.11K | ﹤0.01% | 814 |
|
|
2021
Q4 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 841 |
|
|
2021
Q3 | – | Sell |
-2,660
| Closed | -$509K | – | 833 |
|
|
2021
Q2 | $509K | Hold |
2,660
| – | – | 0.08% | 119 |
|
|
2021
Q1 | $438K | Hold |
2,660
| – | – | 0.09% | 110 |
|
|
2020
Q4 | $415K | Hold |
2,660
| – | – | 0.09% | 104 |
|
|
2020
Q3 | $326K | Hold |
2,660
| – | – | 0.08% | 105 |
|
|
2020
Q2 | $318K | Hold |
2,660
| – | – | 0.08% | 108 |
|
|
2020
Q1 | $333K | Hold |
2,660
| – | – | 0.1% | 98 |
|
|
2019
Q4 | $430K | Hold |
2,660
| – | – | 0.11% | 101 |
|
|
2019
Q3 | $387K | Hold |
2,660
| – | – | 0.1% | 105 |
|
|
2019
Q2 | $373K | Hold |
2,660
| – | – | 0.09% | 108 |
|
|
2019
Q1 | $326K | Hold |
2,660
| – | – | 0.09% | 113 |
|
|
2018
Q4 | $267K | Hold |
2,660
| – | – | 0.07% | 117 |
|
|
2018
Q3 | $324K | Sell |
2,660
-1,328
| -33% | -$162K | 0.08% | 113 |
|
|
2018
Q2 | $432K | Hold |
3,988
| – | – | 0.11% | 96 |
|
|
2018
Q1 | $416K | Hold |
3,988
| – | – | 0.11% | 99 |
|
|
2017
Q4 | $453K | Buy |
3,988
+3,315
| +493% | +$377K | 0.11% | 94 |
|
|
2017
Q3 | $67K | Buy |
+673
| New | +$67K | 0.02% | 216 |
|