LGA
Lebenthal Global Advisors’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $249K | Hold |
666
| – | – | 0.05% | 175 |
|
2025
Q1 | $227K | Hold |
666
| – | – | 0.04% | 172 |
|
2024
Q4 | $246K | Hold |
666
| – | – | 0.04% | 184 |
|
2024
Q3 | $300K | Hold |
666
| – | – | 0.06% | 160 |
|
2024
Q2 | $270K | Hold |
666
| – | – | 0.06% | 162 |
|
2024
Q1 | $261K | Hold |
666
| – | – | 0.06% | 168 |
|
2023
Q4 | $208K | Buy |
+666
| New | +$208K | 0.05% | 185 |
|
2021
Q1 | – | Sell |
-666
| Closed | -$104K | – | 217 |
|
2020
Q4 | $104K | Buy |
+666
| New | +$104K | 0.07% | 173 |
|