LFA
LGT Financial Advisors’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-101
| Closed | -$37.3K | – | 402 |
|
2024
Q4 | $37.3K | Hold |
101
| – | – | 0.08% | 190 |
|
2024
Q3 | $45.4K | Hold |
101
| – | – | 0.11% | 136 |
|
2024
Q2 | $40.9K | Hold |
101
| – | – | 0.09% | 181 |
|
2024
Q1 | $39.6K | Hold |
101
| – | – | 0.05% | 254 |
|
2023
Q4 | $31.6K | Sell |
101
-2
| -2% | -$625 | 0.04% | 264 |
|
2023
Q3 | $26.7K | Buy |
+103
| New | +$26.7K | 0.03% | 287 |
|