Stratos Wealth Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,700
| Closed | -$996K | – | 678 |
|
|
2024
Q4 | $996K | Sell |
2,700
-144
| -5% | -$53.1K | 0.05% | 336 |
|
|
2024
Q3 | $1.28M | Hold |
2,844
| – | – | 0.06% | 310 |
|
|
2024
Q2 | $1.15M | Buy |
2,844
+78
| +3% | +$31.6K | 0.06% | 310 |
|
|
2024
Q1 | $1.08M | Hold |
2,766
| – | – | 0.06% | 313 |
|
|
2023
Q4 | $864K | Hold |
2,766
| – | – | 0.05% | 359 |
|
|
2023
Q3 | $717K | Hold |
2,766
| – | – | 0.05% | 370 |
|
|
2023
Q2 | $710K | Hold |
2,766
| – | – | 0.05% | 361 |
|
|
2023
Q1 | $625K | Hold |
2,766
| – | – | 0.05% | 377 |
|
|
2022
Q4 | $652K | Buy |
2,766
+29
| +1% | +$6.83K | 0.05% | 359 |
|
|
2022
Q3 | $767K | Buy |
+2,737
| New | +$767K | 0.08% | 284 |
|