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Paces Ferry Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20
Closed -$2K – 342
2020
Q3 		$2K Buy
+20
New +$2.45K ﹤0.01% 648

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Paces Ferry Wealth Advisors's CSL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Carlisle Companies (CSL) in Q4 2020, closing a stake of 20 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in CSL in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 393 funds tracked by Wall St. Rank hold CSL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Carlisle Companies position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 20 Carlisle Companies shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in Carlisle Companies in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Carlisle Companies position peaked at $2K in Q3 2020.
  • 393 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.