Mark Sheptoff Financial Planning’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Hold |
0
| – | – | – | 394 |
|
|
2022
Q1 | – | Sell |
-501
| Closed | -$124K | – | 438 |
|
|
2021
Q4 | $124K | Buy |
501
+1
| +0.2% | +$248 | 0.06% | 126 |
|
|
2021
Q3 | $99K | Buy |
500
+200
| +67% | +$39.6K | 0.05% | 141 |
|
|
2021
Q2 | $57K | Hold |
300
| – | – | 0.03% | 175 |
|
|
2021
Q1 | $49K | Buy |
+300
| New | +$49K | 0.03% | 166 |
|