Merit Financial Group’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $793K | Buy |
2,123
+280
| +15% | +$105K | 0.01% | 895 |
|
2025
Q1 | $627K | Buy |
1,843
+126
| +7% | +$42.9K | 0.01% | 833 |
|
2024
Q4 | $633K | Buy |
1,717
+371
| +28% | +$137K | 0.01% | 639 |
|
2024
Q3 | $605K | Sell |
1,346
-312
| -19% | -$140K | 0.01% | 518 |
|
2024
Q2 | $672K | Buy |
1,658
+853
| +106% | +$346K | 0.01% | 508 |
|
2024
Q1 | $321K | Buy |
+805
| New | +$321K | 0.01% | 683 |
|