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San Luis Wealth Advisors’s Carlisle Companies CSL Stock Holding History

San Luis Wealth Advisors’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-165
Closed -$41K – 151
2022
Q1 		$41K Buy
+165
New +$38.7K 0.02% 255

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San Luis Wealth Advisors's CSL Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Carlisle Companies (CSL) in Q2 2022, closing a stake of 165 shares — an estimated $41K sold.

San Luis Wealth Advisors first reported a position in CSL in Q1 2022 and held it in 1 quarter. The position peaked at $41K in Q1 2022. 501 funds tracked by Wall St. Rank hold CSL as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Carlisle Companies position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 165 Carlisle Companies shares in Q2 2022, an estimated $41K.
  • San Luis Wealth Advisors first reported a position in Carlisle Companies in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Carlisle Companies position peaked at $41K in Q1 2022.
  • 501 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.