Prestige Wealth Management Group’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1K | Hold |
43
| – | – | ﹤0.01% | 375 |
|
|
2025
Q1 | $14.6K | Hold |
43
| – | – | ﹤0.01% | 383 |
|
|
2024
Q4 | $15.9K | Hold |
43
| – | – | ﹤0.01% | 389 |
|
|
2024
Q3 | $19.3K | Hold |
43
| – | – | ﹤0.01% | 347 |
|
|
2024
Q2 | $17.4K | Hold |
43
| – | – | ﹤0.01% | 329 |
|
|
2024
Q1 | $16.9K | Hold |
43
| – | – | ﹤0.01% | 365 |
|
|
2023
Q4 | $13.4K | Hold |
43
| – | – | ﹤0.01% | 389 |
|
|
2023
Q3 | $11.1K | Hold |
43
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $11K | Hold |
43
| – | – | ﹤0.01% | 442 |
|
|
2023
Q1 | $9.72K | Hold |
43
| – | – | ﹤0.01% | 440 |
|
|
2022
Q4 | $10.1K | Hold |
43
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $12K | Hold |
43
| – | – | ﹤0.01% | 387 |
|
|
2022
Q2 | $10K | Hold |
43
| – | – | ﹤0.01% | 431 |
|
|
2022
Q1 | $11K | Hold |
43
| – | – | ﹤0.01% | 439 |
|
|
2021
Q4 | $11K | Hold |
43
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $9K | Hold |
43
| – | – | ﹤0.01% | 502 |
|
|
2021
Q2 | $8K | Hold |
43
| – | – | ﹤0.01% | 514 |
|
|
2021
Q1 | $7K | Buy |
43
+7
| +19% | +$1.14K | ﹤0.01% | 542 |
|
|
2020
Q4 | $6K | Buy |
36
+3
| +9% | +$500 | ﹤0.01% | 528 |
|
|
2020
Q3 | $4K | Hold |
33
| – | – | ﹤0.01% | 562 |
|
|
2020
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 546 |
|
|
2020
Q1 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 518 |
|
|
2019
Q1 | – | Sell |
-49
| Closed | -$5K | – | 639 |
|
|
2018
Q4 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 577 |
|