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SYSTM Wealth Solutions’s Carlisle Companies CSL Stock Holding History

SYSTM Wealth Solutions’s Portfolio CSL Stock Details CSL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-861
Closed -$221K – 468
2023
Q2 		$221K Sell
861
-241
-22% -$61.8K 0.03% 441
2023
Q1 		$249K Buy
1,102
+28
+3% +$6.33K 0.04% 412
2022
Q4 		$253K Buy
+1,074
New +$253K 0.03% 466