Lido Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Buy |
2,500
+1,815
| +265% | +$678K | ﹤0.01% | 784 |
|
|
2025
Q1 | $233K | Buy |
685
+43
| +7% | +$14.6K | ﹤0.01% | 1222 |
|
|
2024
Q4 | $237K | Buy |
+642
| New | +$237K | ﹤0.01% | 1199 |
|
|
2023
Q4 | – | Sell |
-8,205
| Closed | -$2.13M | – | 1176 |
|
|
2023
Q3 | $2.13M | Buy |
+8,205
| New | +$2.13M | 0.02% | 341 |
|
|
2023
Q2 | – | Sell |
-7,414
| Closed | -$1.68M | – | 1058 |
|
|
2023
Q1 | $1.68M | Buy |
7,414
+3,773
| +104% | +$853K | 0.02% | 354 |
|
|
2022
Q4 | $858K | Buy |
3,641
+1,003
| +38% | +$236K | 0.01% | 400 |
|
|
2022
Q3 | $739K | Buy |
+2,638
| New | +$739K | 0.01% | 399 |
|