WAM
Worth Asset Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$1.03K | – | 156 |
|
|
2023
Q2 | $1.03K | Hold |
4
| – | – | ﹤0.01% | 415 |
|
|
2023
Q1 | $904 | Sell |
4
-96
| -96% | -$21.7K | ﹤0.01% | 443 |
|
|
2022
Q4 | $23.6K | Buy |
100
+88
| +733% | +$20.7K | 0.02% | 249 |
|
|
2022
Q3 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 379 |
|