Wealthspire Advisors (New York)’s Carlisle Companies CSL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$229K Buy
+612
New +$229K ﹤0.01% 745
2024
Q4
Sell
-448
Closed -$201K 803
2024
Q3
$201K Buy
+448
New +$201K ﹤0.01% 714
2022
Q3
Sell
-882
Closed -$210K 517
2022
Q2
$210K Buy
+882
New +$210K ﹤0.01% 464