LFA
LifeGuide 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 |
-843
| Closed | -$311K | – | 41 |
|
|
2024
Q4 | $311K | Sell |
843
-391
| -32% | -$144K | 0.13% | 35 |
|
|
2024
Q3 | $555K | Hold |
1,234
| – | – | 0.24% | 26 |
|
|
2024
Q2 | $500K | Sell |
1,234
-221
| -15% | -$89.6K | 0.24% | 27 |
|
|
2024
Q1 | $570K | Sell |
1,455
-87
| -6% | -$34.1K | 0.29% | 27 |
|
|
2023
Q4 | $482K | Sell |
1,542
-63
| -4% | -$19.7K | 0.25% | 31 |
|
|
2023
Q3 | $416K | Hold |
1,605
| – | – | 0.24% | 29 |
|
|
2023
Q2 | $412K | Hold |
1,605
| – | – | 0.28% | 28 |
|
|
2023
Q1 | $363K | Hold |
1,605
| – | – | 0.29% | 24 |
|
|
2022
Q4 | $378K | Sell |
1,605
-1
| -0.1% | -$236 | 0.33% | 21 |
|
|
2022
Q3 | $450K | Buy |
1,606
+424
| +36% | +$119K | 0.44% | 18 |
|
|
2022
Q2 | $282K | Sell |
1,182
-2,216
| -65% | -$529K | 0.26% | 23 |
|
|
2022
Q1 | $836K | Hold |
3,398
| – | – | 0.65% | 15 |
|
|
2021
Q4 | $843K | Buy |
+3,398
| New | +$843K | 0.63% | 14 |
|