Number of Shares
1,238.00
Current Holdings Value*
$421,540.00
% of Portfolio
2.7%
Total Estimate Gain
$48,789.58
% of Total Estimate Gain
11.00%

Guinness Atkinson Alternative Energy Fund's Carlisle Companies Inc Holding Summary

As of 2025-03-31, GUINNESS ATKINSON FUNDS held 1,238.00 shares of Carlisle Companies Inc(CSL), totaling $421,540.00. This investment constitutes 2.7% of their stock portfolio, and GUINNESS ATKINSON FUNDS now holds 0% of the outstanding Carlisle Companies Inc(CSL) stock.

The initial trade took place in 2025Q1. And since then Guinness Atkinson Alternative Energy Fund has made 1 purchases of CSL, at an average price of $358.40, for a total of 1,238.00 shares. Based on historical transaction data and CSL's current price of $397.81, Guinness Atkinson Alternative Energy Fund's estimated gain on his CSL holdings is $48,789.58, reflecting a 11.00% gain to date.

Guinness Atkinson Alternative Energy Fund CSL ($397.81) Holding Chart

Guinness Atkinson Alternative Energy Fund CSL ($397.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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