Arkadios Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,087	Closed	-$441K	–	927
2024 Q2	$441K	Sell	1,087 -234	-18%	-$94.9K	0.03%	492
2024 Q1	$518K	Buy	1,321 +81	+7%	+$31.7K	0.04%	373
2023 Q4	$387K	Buy	+1,240	New	+$387K	0.03%	444