SteelPeak Wealth’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-8,169
| Closed | -$2.01M | – | 405 |
|
2022
Q1 | $2.01M | Buy |
8,169
+1,403
| +21% | +$345K | 0.11% | 114 |
|
2021
Q4 | $1.68M | Sell |
6,766
-64
| -0.9% | -$15.9K | 0.09% | 123 |
|
2021
Q3 | $1.36M | Buy |
6,830
+147
| +2% | +$29.2K | 0.09% | 130 |
|
2021
Q2 | $1.28M | Buy |
+6,683
| New | +$1.28M | 0.09% | 146 |
|