True Wealth Design’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73K | Hold |
10
| – | – | ﹤0.01% | 927 |
|
|
2025
Q1 | $3.41K | Buy |
10
+5
| +100% | +$1.7K | ﹤0.01% | 807 |
|
|
2024
Q4 | $1.85K | Sell |
5
-70
| -93% | -$25.8K | ﹤0.01% | 763 |
|
|
2024
Q3 | $33.7K | Buy |
75
+70
| +1,400% | +$31.5K | 0.01% | 214 |
|
|
2024
Q2 | $2.03K | Buy |
5
+1
| +25% | +$405 | ﹤0.01% | 363 |
|
|
2024
Q1 | $1.57K | Buy |
4
+2
| +100% | +$784 | ﹤0.01% | 377 |
|
|
2023
Q4 | $625 | Hold |
2
| – | – | ﹤0.01% | 421 |
|
|
2023
Q3 | $519 | Hold |
2
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $514 | Hold |
2
| – | – | ﹤0.01% | 430 |
|
|
2023
Q1 | $453 | Hold |
2
| – | – | ﹤0.01% | 546 |
|
|
2022
Q4 | $471 | Buy |
+2
| New | +$471 | ﹤0.01% | 467 |
|