New England Professional Planning Group’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-461
| Closed | -$207K | – | 49 |
|
|
2024
Q3 | $207K | Buy |
+461
| New | +$207K | 0.1% | 48 |
|
|
2024
Q1 | – | Sell |
-652
| Closed | -$204K | – | 56 |
|
|
2023
Q4 | $204K | Buy |
+652
| New | +$204K | 0.12% | 40 |
|
|
2016
Q1 | – | Sell |
-2,351
| Closed | -$209K | – | 45 |
|
|
2015
Q4 | $209K | Hold |
2,351
| – | – | 0.23% | 44 |
|
|
2015
Q3 | $202K | Hold |
2,351
| – | – | 0.23% | 40 |
|
|
2015
Q2 | $235K | Sell |
2,351
-416
| -15% | -$41.6K | 0.31% | 38 |
|
|
2015
Q1 | $270K | Sell |
2,767
-408
| -13% | -$39.8K | 0.36% | 30 |
|
|
2014
Q4 | $287K | Buy |
+3,175
| New | +$287K | 0.42% | 25 |
|