TA
TrueWealth Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
800
| – | – | 0.09% | 171 |
|
|
2025
Q1 | $272K | Hold |
800
| – | – | 0.09% | 172 |
|
|
2024
Q4 | $295K | Hold |
800
| – | – | 0.1% | 170 |
|
|
2024
Q3 | $360K | Hold |
800
| – | – | 0.12% | 155 |
|
|
2024
Q2 | $324K | Hold |
800
| – | – | 0.12% | 136 |
|
|
2024
Q1 | $313K | Hold |
800
| – | – | 0.12% | 142 |
|
|
2023
Q4 | $250K | Hold |
800
| – | – | 0.1% | 165 |
|
|
2023
Q3 | $207K | Hold |
800
| – | – | 0.09% | 185 |
|
|
2023
Q2 | $205K | Buy |
+800
| New | +$205K | 0.08% | 182 |
|
|
2022
Q4 | – | Sell |
-800
| Closed | -$224K | – | 183 |
|
|
2022
Q3 | $224K | Buy |
+800
| New | +$224K | 0.11% | 143 |
|