Schubert & Co’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20
| Closed | -$4.52K | – | 393 |
|
|
2023
Q1 | $4.52K | Buy |
20
+5
| +33% | +$1.13K | ﹤0.01% | 486 |
|
|
2022
Q4 | $3.54K | Sell |
15
-15
| -50% | -$3.54K | ﹤0.01% | 570 |
|
|
2022
Q3 | $8K | Buy |
30
+3
| +11% | +$800 | 0.01% | 229 |
|
|
2022
Q2 | $6K | Buy |
27
+15
| +125% | +$3.33K | 0.01% | 283 |
|
|
2022
Q1 | $3K | Buy |
12
+2
| +20% | +$500 | ﹤0.01% | 261 |
|
|
2021
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 338 |
|