MPPW
Mitchell & Pahl Private Wealth’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-554
| Closed | -$224K | – | 146 |
|
|
2024
Q2 | $224K | Sell |
554
-1
| -0.2% | -$405 | 0.12% | 138 |
|
|
2024
Q1 | $217K | Buy |
+555
| New | +$217K | 0.11% | 139 |
|
|
2022
Q4 | – | Sell |
-810
| Closed | -$227K | – | 152 |
|
|
2022
Q3 | $227K | Sell |
810
-179
| -18% | -$50.2K | 0.17% | 146 |
|
|
2022
Q2 | $236K | Hold |
989
| – | – | 0.16% | 151 |
|
|
2022
Q1 | $243K | Sell |
989
-9
| -0.9% | -$2.21K | 0.15% | 153 |
|
|
2021
Q4 | $248K | Buy |
+998
| New | +$248K | 0.16% | 148 |
|