Magnus Financial Group’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,036
| Closed | -$244K | – | 380 |
|
|
2020
Q2 | $244K | Sell |
2,036
-9
| -0.4% | -$1.08K | 0.03% | 468 |
|
|
2020
Q1 | $256K | Hold |
2,045
| – | – | 0.03% | 349 |
|
|
2019
Q4 | $331K | Hold |
2,045
| – | – | 0.05% | 261 |
|
|
2019
Q3 | $298K | Buy |
2,045
+89
| +5% | +$13K | 0.06% | 256 |
|
|
2019
Q2 | $275K | Buy |
1,956
+165
| +9% | +$23.2K | 0.05% | 295 |
|
|
2019
Q1 | $220K | Buy |
+1,791
| New | +$220K | 0.04% | 392 |
|