KWM
Kingsview Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,019
| Closed | -$2.03M | – | 1107 |
|
|
2024
Q2 | $2.03M | Buy |
+5,019
| New | +$2.03M | 0.05% | 345 |
|
|
2024
Q1 | – | Sell |
-4,405
| Closed | -$1.38M | – | 1019 |
|
|
2023
Q4 | $1.38M | Buy |
+4,405
| New | +$1.38M | 0.04% | 374 |
|
|
2022
Q1 | – | Sell |
-4,073
| Closed | -$1.01M | – | 870 |
|
|
2021
Q4 | $1.01M | Buy |
+4,073
| New | +$1.01M | 0.04% | 396 |
|
|
2020
Q3 | – | Sell |
-1,813
| Closed | -$217K | – | 612 |
|
|
2020
Q2 | $217K | Buy |
+1,813
| New | +$217K | 0.02% | 514 |
|