SWM
Spire Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
1,020
-940
| -48% | -$351K | 0.01% | 573 |
|
|
2025
Q1 | $667K | Buy |
1,960
+54
| +3% | +$18.4K | 0.02% | 495 |
|
|
2024
Q4 | $703K | Buy |
1,906
+133
| +8% | +$49.1K | 0.02% | 477 |
|
|
2024
Q3 | $798K | Buy |
1,773
+690
| +64% | +$310K | 0.03% | 425 |
|
|
2024
Q2 | $439K | Sell |
1,083
-132
| -11% | -$53.5K | 0.02% | 513 |
|
|
2024
Q1 | $476K | Buy |
1,215
+337
| +38% | +$132K | 0.01% | 528 |
|
|
2023
Q4 | $271K | Buy |
878
+846
| +2,644% | +$261K | 0.01% | 684 |
|
|
2023
Q3 | $8.2K | Hold |
32
| – | – | ﹤0.01% | 1786 |
|
|
2023
Q2 | $8.19K | Sell |
32
-51
| -61% | -$13.1K | ﹤0.01% | 1871 |
|
|
2023
Q1 | $18.7K | Sell |
83
-129
| -61% | -$29K | ﹤0.01% | 1648 |
|
|
2022
Q4 | $50K | Sell |
212
-18,142
| -99% | -$4.28M | ﹤0.01% | 991 |
|
|
2022
Q3 | $5.15M | Sell |
18,354
-17,236
| -48% | -$4.83M | 0.31% | 76 |
|
|
2022
Q2 | $8.49M | Sell |
35,590
-13,609
| -28% | -$3.25M | 0.35% | 73 |
|
|
2022
Q1 | $12.1M | Sell |
49,199
-5,410
| -10% | -$1.33M | 0.32% | 78 |
|
|
2021
Q4 | $13.5M | Buy |
54,609
+1,642
| +3% | +$407K | 0.3% | 98 |
|
|
2021
Q3 | $10.5M | Buy |
52,967
+336
| +0.6% | +$66.9K | 0.28% | 102 |
|
|
2021
Q2 | $10.1M | Buy |
+52,631
| New | +$10.1M | 0.27% | 104 |
|