Mount Yale Investment Advisors’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
$24.6K Buy
+66
New +$24.6K ﹤0.01% 1002
2018
Q4
Sell
-400
Closed -$41K 416
2018
Q3
$41K Hold
400
0.01% 640
2018
Q2
$43K Hold
400
0.01% 653
2018
Q1
$42K Buy
+400
New +$42K 0.01% 640