BerganKDV Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $18K | Sell |
70
-8
| -10% | -$2.06K | ﹤0.01% | 501 |
|
|
2023
Q1 | $17.7K | Hold |
78
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $18.4K | Sell |
78
-3
| -4% | -$708 | ﹤0.01% | 504 |
|
|
2022
Q3 | $23K | Hold |
81
| – | – | ﹤0.01% | 471 |
|
|
2022
Q2 | $19K | Hold |
81
| – | – | ﹤0.01% | 498 |
|
|
2022
Q1 | $20K | Hold |
81
| – | – | ﹤0.01% | 512 |
|
|
2021
Q4 | $20K | Hold |
81
| – | – | ﹤0.01% | 541 |
|
|
2021
Q3 | $16K | Buy |
81
+39
| +93% | +$7.7K | ﹤0.01% | 560 |
|
|
2021
Q2 | $8K | Buy |
42
+1
| +2% | +$190 | ﹤0.01% | 639 |
|
|
2021
Q1 | $7K | Hold |
41
| – | – | ﹤0.01% | 623 |
|
|
2020
Q4 | $6K | Hold |
41
| – | – | ﹤0.01% | 631 |
|
|
2020
Q3 | $5K | Sell |
41
-15
| -27% | -$1.83K | ﹤0.01% | 573 |
|
|
2020
Q2 | $7K | Buy |
56
+30
| +115% | +$3.75K | ﹤0.01% | 579 |
|
|
2020
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 656 |
|
|
2019
Q4 | $4K | Buy |
26
+11
| +73% | +$1.69K | ﹤0.01% | 650 |
|
|
2019
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 629 |
|
|
2019
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 663 |
|
|
2019
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 658 |
|
|
2018
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 608 |
|
|
2018
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 579 |
|
|
2018
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 600 |
|