Arete Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,603
Closed -$546K 737
2025
Q1
$546K Buy
+1,603
New +$546K 0.04% 360
2023
Q3
Sell
-793
Closed -$204K 540
2023
Q2
$204K Buy
+793
New +$204K 0.02% 594