Schechter Investment Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $416K | Buy |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $345K | Hold |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $320K | Sell |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $317K | Buy |
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