Veritable’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q4 | $278K | Buy |
|
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $380K | Sell |
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|
2018
Q4 | $619K | Buy |
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|
2018
Q3 | $722K | Buy |
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|
2018
Q2 | $515K | Buy |
|