Operose Advisors’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-55
| Closed | -$24.7K | – | 479 |
|
2024
Q3 | $24.7K | Hold |
55
| – | – | 0.01% | 371 |
|
2024
Q2 | $22.3K | Hold |
55
| – | – | 0.01% | 340 |
|
2024
Q1 | $21.6K | Hold |
55
| – | – | 0.01% | 379 |
|
2023
Q4 | $17.2K | Hold |
55
| – | – | 0.01% | 384 |
|
2023
Q3 | $14.3K | Buy |
+55
| New | +$14.3K | 0.01% | 529 |
|