SWA
Sutton Wealth Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4
| Closed | -$904 | – | 857 |
|
|
2023
Q1 | $904 | Sell |
4
-7
| -64% | -$1.58K | ﹤0.01% | 739 |
|
|
2022
Q4 | $2.59K | Buy |
11
+4
| +57% | +$943 | ﹤0.01% | 1177 |
|
|
2022
Q3 | $1.96K | Hold |
7
| – | – | ﹤0.01% | 1190 |
|
|
2022
Q2 | $1.67K | Hold |
7
| – | – | ﹤0.01% | 1204 |
|
|
2022
Q1 | $1.72K | Buy |
7
+2
| +40% | +$492 | ﹤0.01% | 1224 |
|
|
2021
Q4 | $1.24K | Buy |
+5
| New | +$1.24K | ﹤0.01% | 1278 |
|