LCWP
Legacy Capital Wealth Partners’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Buy |
1,624
+7
| +0.4% | +$2.61K | 0.14% | 159 |
|
|
2025
Q1 | $550K | Sell |
1,617
-90
| -5% | -$30.6K | 0.14% | 164 |
|
|
2024
Q4 | $630K | Sell |
1,707
-15
| -0.9% | -$5.53K | 0.16% | 133 |
|
|
2024
Q3 | $775K | Sell |
1,722
-174
| -9% | -$78.3K | 0.15% | 129 |
|
|
2024
Q2 | $768K | Buy |
1,896
+616
| +48% | +$250K | 0.2% | 97 |
|
|
2024
Q1 | $280K | Sell |
1,280
-514
| -29% | -$112K | 0.2% | 92 |
|
|
2023
Q4 | $561K | Buy |
1,794
+6
| +0.3% | +$1.88K | 0.16% | 129 |
|
|
2023
Q3 | $464K | Buy |
+1,788
| New | +$464K | 0.13% | 155 |
|
|
2023
Q2 | – | Sell |
-1,447
| Closed | -$327K | – | 83 |
|
|
2023
Q1 | $327K | Buy |
+1,447
| New | +$327K | 0.09% | 185 |
|