PWS
Precision Wealth Strategies’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-940
| Closed | -$347K | – | 104 |
|
|
2024
Q4 | $347K | Sell |
940
-68
| -7% | -$25.1K | 0.27% | 90 |
|
|
2024
Q3 | $453K | Sell |
1,008
-78
| -7% | -$35.1K | 0.42% | 52 |
|
|
2024
Q2 | $440K | Buy |
1,086
+18
| +2% | +$7.29K | 0.45% | 41 |
|
|
2024
Q1 | $418K | Buy |
+1,068
| New | +$418K | 0.4% | 55 |
|