LWAM
Legacy Wealth Asset Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,250
| Closed | -$351K | – | 337 |
|
|
2022
Q3 | $351K | Sell |
1,250
-118
| -9% | -$33.1K | 0.15% | 240 |
|
|
2022
Q2 | $326K | Sell |
1,368
-24
| -2% | -$5.72K | 0.13% | 220 |
|
|
2022
Q1 | $342K | Buy |
1,392
+3
| +0.2% | +$737 | 0.12% | 234 |
|
|
2021
Q4 | $345K | Buy |
1,389
+13
| +0.9% | +$3.23K | 0.12% | 245 |
|
|
2021
Q3 | $274K | Sell |
1,376
-839
| -38% | -$167K | 0.13% | 253 |
|
|
2021
Q2 | $424K | Sell |
2,215
-78
| -3% | -$14.9K | 0.19% | 199 |
|
|
2021
Q1 | $377K | Buy |
2,293
+18
| +0.8% | +$2.96K | 0.17% | 216 |
|
|
2020
Q4 | $355K | Buy |
+2,275
| New | +$355K | 0.18% | 211 |
|