TAIM
TD Ameritrade Investment Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7
| Closed | -$2K | – | 101 |
|
|
2023
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 475 |
|
|
2022
Q4 | $2K | Sell |
7
-6
| -46% | -$1.71K | ﹤0.01% | 483 |
|
|
2022
Q3 | $4K | Sell |
13
-9
| -41% | -$2.77K | ﹤0.01% | 439 |
|
|
2022
Q2 | $5K | Sell |
22
-423
| -95% | -$96.1K | ﹤0.01% | 468 |
|
|
2022
Q1 | $109K | Sell |
445
-96
| -18% | -$23.5K | ﹤0.01% | 282 |
|
|
2021
Q4 | $134K | Buy |
541
+116
| +27% | +$28.7K | ﹤0.01% | 269 |
|
|
2021
Q3 | $52K | Sell |
425
-231
| -35% | -$28.3K | ﹤0.01% | 325 |
|
|
2021
Q2 | $126K | Buy |
656
+136
| +26% | +$26.1K | ﹤0.01% | 265 |
|
|
2021
Q1 | $81K | Hold |
520
| – | – | ﹤0.01% | 289 |
|
|
2020
Q4 | $81K | Buy |
520
+95
| +22% | +$14.8K | ﹤0.01% | 289 |
|
|
2020
Q3 | $52K | Buy |
+425
| New | +$52K | ﹤0.01% | 325 |
|