Kays Financial Advisory’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.83M | Buy |
14,951
+322
| +2% | +$39.4K | 0.29% | 49 |
|
|
2020
Q2 | $1.75M | Buy |
14,629
+307
| +2% | +$36.7K | 0.3% | 45 |
|
|
2020
Q1 | $1.79M | Buy |
14,322
+708
| +5% | +$88.7K | 0.37% | 42 |
|
|
2019
Q4 | $2.2M | Buy |
13,614
+406
| +3% | +$65.7K | 0.39% | 37 |
|
|
2019
Q3 | $1.92M | Sell |
13,208
-254
| -2% | -$37K | 0.35% | 40 |
|
|
2019
Q2 | $1.89M | Buy |
13,462
+79
| +0.6% | +$11.1K | 0.35% | 41 |
|
|
2019
Q1 | $1.64M | Buy |
13,383
+558
| +4% | +$68.4K | 0.32% | 45 |
|
|
2018
Q4 | $1.29M | Buy |
12,825
+787
| +7% | +$79.1K | 0.29% | 58 |
|
|
2018
Q3 | $1.47M | Sell |
12,038
-296
| -2% | -$36K | 0.31% | 48 |
|
|
2018
Q2 | $1.34M | Buy |
12,334
+734
| +6% | +$79.5K | 0.29% | 50 |
|
|
2018
Q1 | $1.21M | Buy |
11,600
+142
| +1% | +$14.8K | 0.28% | 50 |
|
|
2017
Q4 | $1.3M | Buy |
11,458
+205
| +2% | +$23.3K | 0.38% | 43 |
|
|
2017
Q3 | $1.13M | Buy |
11,253
+351
| +3% | +$35.2K | 0.36% | 45 |
|
|
2017
Q2 | $1.04M | Buy |
+10,902
| New | +$1.04M | 0.35% | 45 |
|