Wealth Enhancement Advisory Services’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
7,418
+1,425
| +24% | +$567K | ﹤0.01% | 1155 |
|
|
2025
Q1 | $2.04M | Sell |
5,993
-15,802
| -73% | -$5.38M | ﹤0.01% | 1237 |
|
|
2024
Q4 | $8.04M | Buy |
21,795
+11,170
| +105% | +$4.12M | 0.02% | 627 |
|
|
2024
Q3 | $4.78M | Buy |
10,625
+727
| +7% | +$327K | 0.01% | 732 |
|
|
2024
Q2 | $4.01M | Buy |
9,898
+6,043
| +157% | +$2.45M | 0.01% | 749 |
|
|
2024
Q1 | $1.51M | Buy |
3,855
+43
| +1% | +$16.9K | ﹤0.01% | 1070 |
|
|
2023
Q4 | $1.19M | Sell |
3,812
-102
| -3% | -$31.9K | ﹤0.01% | 1096 |
|
|
2023
Q3 | $1.01M | Buy |
+3,914
| New | +$1.01M | ﹤0.01% | 1087 |
|
|
2023
Q1 | – | Sell |
-3,784
| Closed | -$926K | – | 528 |
|
|
2022
Q4 | $926K | Buy |
+3,784
| New | +$926K | 0.01% | 233 |
|