NW
NewEdge Wealth’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
1,708
+228
| +15% | +$80.8K | 0.01% | 651 |
|
|
2025
Q1 | $504K | Buy |
1,480
+29
| +2% | +$9.88K | 0.01% | 647 |
|
|
2024
Q4 | $535K | Sell |
1,451
-6
| -0.4% | -$2.21K | 0.01% | 621 |
|
|
2024
Q3 | $655K | Sell |
1,457
-82
| -5% | -$36.9K | 0.01% | 565 |
|
|
2024
Q2 | $624K | Sell |
1,539
-60
| -4% | -$24.3K | 0.01% | 498 |
|
|
2024
Q1 | $632K | Buy |
1,599
+193
| +14% | +$76.3K | 0.01% | 512 |
|
|
2023
Q4 | $439K | Sell |
1,406
-52
| -4% | -$16.2K | 0.01% | 535 |
|
|
2023
Q3 | $378K | Buy |
1,458
+211
| +17% | +$54.7K | 0.01% | 500 |
|
|
2023
Q2 | $320K | Buy |
1,247
+44
| +4% | +$11.3K | 0.01% | 531 |
|
|
2023
Q1 | $272K | Buy |
1,203
+200
| +20% | +$45.2K | 0.01% | 520 |
|
|
2022
Q4 | $236K | Buy |
1,003
+76
| +8% | +$17.9K | 0.01% | 488 |
|
|
2022
Q3 | $260K | Sell |
927
-2,652
| -74% | -$744K | 0.01% | 450 |
|
|
2022
Q2 | $854K | Buy |
+3,579
| New | +$854K | 0.04% | 303 |
|