SVB Wealth’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-612
| Closed | -$226K | – | 1544 |
|
|
2024
Q4 | $226K | Buy |
+612
| New | +$226K | ﹤0.01% | 648 |
|
|
2024
Q3 | – | Sell |
-614
| Closed | -$249K | – | 140 |
|
|
2024
Q2 | $249K | Sell |
614
-30
| -5% | -$12.2K | 0.01% | 615 |
|
|
2024
Q1 | $252K | Sell |
644
-11
| -2% | -$4.31K | 0.01% | 687 |
|
|
2023
Q4 | $205K | Buy |
+655
| New | +$205K | 0.01% | 766 |
|