Patriot Financial Group Insurance Agency’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14
| Closed | -$3K | – | 722 |
|
|
2022
Q2 | $3K | Sell |
14
-1
| -7% | -$214 | ﹤0.01% | 1619 |
|
|
2022
Q1 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 1672 |
|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 1335 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1325 |
|
|
2019
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1205 |
|
|
2018
Q2 | – | Sell |
-425
| Closed | -$43K | – | 654 |
|
|
2018
Q1 | $43K | Hold |
425
| – | – | 0.03% | 340 |
|
|
2017
Q4 | $50K | Hold |
425
| – | – | 0.04% | 300 |
|
|
2017
Q3 | $43K | Hold |
425
| – | – | 0.04% | 279 |
|
|
2017
Q2 | $41K | Hold |
425
| – | – | 0.04% | 269 |
|
|
2017
Q1 | $44K | Hold |
425
| – | – | 0.05% | 237 |
|
|
2016
Q4 | $46K | Buy |
+425
| New | +$46K | 0.06% | 233 |
|