Valeo Financial Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-115
| Closed | -$16K | – | 1560 |
|
|
2019
Q2 | $16K | Hold |
115
| – | – | ﹤0.01% | 898 |
|
|
2019
Q1 | $14K | Sell |
115
-550
| -83% | -$67K | ﹤0.01% | 858 |
|
|
2018
Q4 | $67K | Sell |
665
-365
| -35% | -$36.8K | 0.01% | 449 |
|
|
2018
Q3 | $99K | Buy |
1,030
+580
| +129% | +$55.7K | 0.01% | 399 |
|
|
2018
Q2 | $56K | Buy |
450
+398
| +765% | +$49.5K | 0.01% | 515 |
|
|
2018
Q1 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 1119 |
|