Northwest & Ethical Investments’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 | $1.38M | Buy |
3,688
+109
| +3% | +$40.7K | 0.03% | 293 |
|
|
2025
Q1 | $1.22M | Sell |
3,579
-3,396
| -49% | -$1.16M | 0.03% | 303 |
|
|
2024
Q4 | $2.57M | Hold |
6,975
| – | – | 0.07% | 229 |
|
|
2024
Q3 | $3.14M | Sell |
6,975
-763
| -10% | -$343K | 0.08% | 214 |
|
|
2024
Q2 | $3.14M | Hold |
7,738
| – | – | 0.09% | 210 |
|
|
2024
Q1 | $3.03M | Buy |
+7,738
| New | +$3.03M | 0.09% | 221 |
|