Sowell Financial Services’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,997
| Closed | -$577K | – | 982 |
|
2021
Q1 | $577K | Sell |
2,997
-373
| -11% | -$71.8K | 0.02% | 593 |
|
2020
Q4 | $526K | Buy |
3,370
+40
| +1% | +$6.24K | 0.02% | 508 |
|
2020
Q3 | $407K | Buy |
3,330
+515
| +18% | +$62.9K | 0.02% | 521 |
|
2020
Q2 | $337K | Hold |
2,815
| – | – | 0.02% | 557 |
|
2020
Q1 | $353K | Sell |
2,815
-200
| -7% | -$25.1K | 0.03% | 496 |
|
2019
Q4 | $488K | Buy |
3,015
+3,010
| +60,200% | +$487K | 0.04% | 455 |
|
2019
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2211 |
|