VWA
Valued Wealth Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376 | Hold |
1
| – | – | ﹤0.01% | 539 |
|
|
2025
Q1 | $342 | Sell |
1
-1
| -50% | -$342 | ﹤0.01% | 580 |
|
|
2024
Q4 | $738 | Sell |
2
-1
| -33% | -$369 | ﹤0.01% | 512 |
|
|
2024
Q3 | $1.35K | Sell |
3
-1
| -25% | -$450 | ﹤0.01% | 414 |
|
|
2024
Q2 | $1.62K | Buy |
+4
| New | +$1.62K | ﹤0.01% | 391 |
|