TCI 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 |
-36
| Closed | -$8.14K | – | 669 |
|
|
2023
Q1 | $8.14K | Buy |
36
+1
| +3% | +$226 | ﹤0.01% | 1212 |
|
|
2022
Q4 | $8.25K | Sell |
35
-4
| -10% | -$943 | ﹤0.01% | 1210 |
|
|
2022
Q3 | $11K | Buy |
39
+4
| +11% | +$1.13K | ﹤0.01% | 955 |
|
|
2022
Q2 | $8K | Hold |
35
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q1 | $9K | Hold |
35
| – | – | ﹤0.01% | 1145 |
|
|
2021
Q4 | $9K | Hold |
35
| – | – | ﹤0.01% | 1241 |
|
|
2021
Q3 | $7K | Hold |
35
| – | – | ﹤0.01% | 1325 |
|
|
2021
Q2 | $7K | Hold |
35
| – | – | ﹤0.01% | 1173 |
|
|
2021
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 835 |
|
|
2020
Q3 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 810 |
|