MWM
Mascoma Wealth Management’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.47K | Hold |
20
| – | – | ﹤0.01% | 354 |
|
2025
Q1 | $6.81K | Hold |
20
| – | – | ﹤0.01% | 370 |
|
2024
Q4 | $7.38K | Hold |
20
| – | – | ﹤0.01% | 372 |
|
2024
Q3 | $9K | Sell |
20
-5
| -20% | -$2.25K | ﹤0.01% | 332 |
|
2024
Q2 | $10.1K | Buy |
+25
| New | +$10.1K | ﹤0.01% | 334 |
|