VisionPoint Advisory Group’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-9
| Closed | -$3.65K | – | 352 |
|
2024
Q2 | $3.65K | Buy |
9
+3
| +50% | +$1.22K | ﹤0.01% | 592 |
|
2024
Q1 | $2.35K | Hold |
6
| – | – | ﹤0.01% | 657 |
|
2023
Q4 | $1.88K | Sell |
6
-59
| -91% | -$18.4K | ﹤0.01% | 639 |
|
2023
Q3 | $16.9K | Buy |
65
+40
| +160% | +$10.4K | 0.01% | 396 |
|
2023
Q2 | $6.41K | Buy |
+25
| New | +$6.41K | ﹤0.01% | 436 |
|