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Principia Wealth Advisory’s Carlisle Companies CSL Stock Holding History

Principia Wealth Advisory’s Portfolio CSL Stock Details CSL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.12K Buy
3
+1
+50% +$373 ﹤0.01% 530
2025
Q1 		$685 Hold
2
– – ﹤0.01% 489
2024
Q4 		$738 Buy
+2
New +$738 ﹤0.01% 430