LifeGuide Financial Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $555K | Hold |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $836K | Hold |
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|
2021
Q4 | $843K | Buy |
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