Plante Moran Financial Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-100
| Closed | -$10K | – | 974 |
|
|
2016
Q3 | $10K | Hold |
100
| – | – | 0.01% | 593 |
|
|
2016
Q2 | $11K | Hold |
100
| – | – | 0.01% | 512 |
|
|
2016
Q1 | $10K | Hold |
100
| – | – | 0.01% | 484 |
|
|
2015
Q4 | $9K | Hold |
100
| – | – | 0.01% | 590 |
|
|
2015
Q3 | $9K | Hold |
100
| – | – | 0.01% | 489 |
|
|
2015
Q2 | $10K | Hold |
100
| – | – | 0.01% | 521 |
|
|
2015
Q1 | $9K | Hold |
100
| – | – | 0.01% | 526 |
|
|
2014
Q4 | $9K | Hold |
100
| – | – | 0.01% | 555 |
|
|
2014
Q3 | $8K | Hold |
100
| – | – | 0.01% | 583 |
|
|
2014
Q2 | $9K | Hold |
100
| – | – | 0.01% | 559 |
|
|
2014
Q1 | $8K | Buy |
+100
| New | +$8K | 0.01% | 401 |
|