WR Wealth Planners’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.2K | Buy |
44
+2
| +5% | +$738 | 0.01% | 517 |
|
|
2024
Q3 | $18.9K | Buy |
42
+9
| +27% | +$4.05K | 0.01% | 496 |
|
|
2024
Q2 | $13.4K | Sell |
33
-1
| -3% | -$405 | ﹤0.01% | 531 |
|
|
2024
Q1 | $13.3K | Buy |
+34
| New | +$13.3K | ﹤0.01% | 536 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$10.9K | – | 321 |
|
|
2023
Q3 | $10.9K | Hold |
42
| – | – | ﹤0.01% | 541 |
|
|
2023
Q2 | $10.8K | Buy |
42
+2
| +5% | +$513 | ﹤0.01% | 538 |
|
|
2023
Q1 | $9.04K | Buy |
+40
| New | +$9.04K | ﹤0.01% | 580 |
|