SPFA
Summit Place Financial Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Buy |
8,353
+90
| +1% | +$33.6K | 1.57% | 26 |
|
|
2025
Q1 | $2.81M | Buy |
8,263
+378
| +5% | +$129K | 1.59% | 31 |
|
|
2024
Q4 | $2.91M | Sell |
7,885
-370
| -4% | -$136K | 1.65% | 25 |
|
|
2024
Q3 | $3.71M | Sell |
8,255
-473
| -5% | -$213K | 2.07% | 12 |
|
|
2024
Q2 | $3.54M | Sell |
8,728
-215
| -2% | -$87.1K | 2.09% | 13 |
|
|
2024
Q1 | $3.5M | Sell |
8,943
-1,057
| -11% | -$414K | 2.05% | 15 |
|
|
2023
Q4 | $3.12M | Buy |
10,000
+223
| +2% | +$69.7K | 2.04% | 11 |
|
|
2023
Q3 | $2.53M | Sell |
9,777
-1,180
| -11% | -$306K | 1.8% | 14 |
|
|
2023
Q2 | $2.81M | Buy |
10,957
+1,702
| +18% | +$437K | 1.82% | 13 |
|
|
2023
Q1 | $2.09M | Buy |
+9,255
| New | +$2.09M | 1.48% | 31 |
|